Focused on the Future Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes
When your career path zigzags from Wall Street to pastry kitchens and back to finance, you pick up lessons most playbooks miss.
In this episode of the Focused on the Future podcast, host Suzanne Siracuse talks with Bridget Venus Grimes, CFP, founder and president of WealthChoice and co‑founder of Equita Financial Network, about centering a firm on breadwinner women, elevating Gen Z through a Rising Professionals program and crafting succession plans that reflect a founder’s values.
Bridget shares how personal experience shaped her niche and why community and retention remain pivotal for women advisors.
Key Points:
- Her unconventional journey from trader to pastry chef to planner, and how life events led her to serve breadwinner women
- Building a niche around women attorneys, then expanding to women in tech, executives, and business owners, who are often the primary earners at home
- Launching WealthChoice to align work with impact after pay disparity and advancement barriers at a prior firm
- The Rising Professionals program that meets Gen Z where they are, with fee‑for‑service guidance on 401(k)s, budgeting and first goals
- Equita’s curated succession planning approach to each founder’s vision, values and client continuity
Resources:
- Listen to Focused on the Future on WealthManagement.com
- Subscribe and listen to Focused on the Future on Apple Podcasts
- Subscribe and listen to Focused on the Future on Spotify
Connect With Suzanne Siracuse:
Connect With Bridget Venus Grimes:
- LinkedIn: Bridget Venus Grimes
- Website: Equita Financial Network
- LinkedIn: Equita Financial Network
- Website: WealthChoice LLC
- LinkedIn: WealthChoice LLC
About Our Guest:
Bridget Venus Grimes, CFP is President of WealthChoice, a wealth management firm for women executives, and Co-founder of the SEC registered investment advisor Equita Financial Network, a community of women-led financial planning firms. Bridget began her career in 1987, trading stocks for private hedge funds in New York City, before pursuing her passion of financial planning for women.
Bridget believes in empowering women to take confident steps toward a better life. She authored the best-selling book Corner Office Choices: The Executive Woman’s Guide to Financial Freedom and has written countless articles for major US media channels. Her commitment to women’s financial education extends not only to women professionals but also to fellow financial planners. She has spoken at major industry conferences and co-hosted the Financial Planning Association’s Women’s Knowledge Circle.
Bridget splits her time between Arizona and California and enjoys boating, golf, entertaining, anything French, and, most of all, cooking. She holds a B.A degree in German language and literature and a minor in Art History from Mount Holyoke College.