Company Information

Get to know financially wise women

Founded by Brittney Castro, Financially Wise Women is a fee-only financial planning and Registered Investment Adviser (RIA) firm based in Los Angeles, California. The company's mission is to provide accessible and comprehensive financial education, planning, and investment management services specifically tailored to women. They focus on helping clients align their money with their values and life goals through services like financial planning, investment management, and money coaching. According to public records, Financially Wise, Inc. is a wholly-owned subsidiary of Atwood & Palmer, Inc.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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financially wise women

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.