The Healthy Advisor: Taking Control of Your Finances with Bridget Venus Grimes

After facing divorce, financial hardship and even losing her home in a wildfire, Bridget Venus Grimes rebuilt her life and career around helping other women do the same, taking control of their finances, finding community and redefining success on their own terms. In this episode of The Healthy Advisor, host Diana Britton sits down with Grimes, president of WealthChoice and co-founder of Equita Financial Network, to explore her journey from Wall Street trader to pastry chef to financial planner for breadwinner women. From personal struggle to powerful purpose, Grimes reveals how she built a network to uplift female advisors and how coaching, balance, and connection helped her thrive through life’s toughest seasons. She discusses: The unconventional path that led Bridget from trading floors to Paris kitchens and back to finance How divorce, debt and disaster shaped her passion for empowering women through financial planning Why pay inequity and lack of flexibility persist for women in financial services What inspired her to create Equita Financial Network How coaching, community, and boundaries can protect advisors from burnout Resources: Listen to The Healthy Advisor on Wealth Management Subscribe and listen to The Healthy Advisor on Apple Podcasts Subscribe and listen to The Healthy Advisor on Spotify The Healthy Advisor: Overcoming Insecurities and Self-Doubt With Stephanie Bogan Focused on the Future: Breadwinner Women, Gen Z, and Succession with Bridget Venus Grimes Connect with Wealth Management: Wealth Management LinkedIn: Diana Britton [email protected] LinkedIn: Informa LinkedIn: Wealth Management Connect With Bridget Venus Grimes: LinkedIn: Bridget Venus Grimes [email protected] Equita Financial Network LinkedIn: Equita Financial Network 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 for 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.