When women are at a crossroads and challenged to make tough decisions, they need a community of support. I became a CERTIFIED FINANCIAL PLANNER®, fiduciary advisor, educator, and speaker to make a difference in this regard. Over the course of several decades in finance and corporate America, and having personally experienced the barriers women in business face, I found my passion to help women succeed in life and in their careers.In 2016, I founded WealthChoice, a fee-only (commission-free) financial planning firm focused on helping women executives and their families live life on their terms. Launching WealthChoice was the culmination of years of working with career women and helping them overcome challenges to financial security.I also launched the WealthChoice Community, an organization that hosts guest speakers throughout the year who cover critical career, business, and quality of life topics. The WealthChoice Community also provides the valuable benefit of assembling like-minded women for networking purposes, to provide support for one another, and have meaningful conversations.Building on that sense of community, in 2018 I co-founded with Katie Burke, CFP®, Equita Financial Network, a powerful community for women-led financial planning firms, offering a proven platform that includes all the necessary resources to run a comprehensive financial planning firm including professional, outsourced investment management services. I strive to be a connector and collaborator and pride myself on being a valuable resource to my clients, WealthChoice Community, and advisors in the Equita Financial Network. I am available to speak on topics ranging from the key challenges and derailers of women professionals to emergency continuity planning.
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PresidentWealthchoice LlcCoronado, Ca, Us -
Cfp Board AmbassadorCfp Board Jan 2024 - PresentWashington, Dc, UsOne of 31 national CFP® professionals chosen to spread the good word about the value of working with a CERTIFIED FINANCIAL PLANNER®, and to promote financial literacy. -
PresidentWealthchoice Llc 2016 - PresentCoronado, California, UsSpecialists in financial planning and wealth management for breadwinner women and their families. -
Co-FounderEquita Financial Network 2018 - PresentFort Washington, Pennsylvania, UsRegistered Investment Advisor platform for Women-Led Financial Planning Firms -
Member Board Of DirectorsSan Diego County Bar Foundation Apr 2016 - Feb 2018
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Member Board Of DirectorsBig Brothers Big Sisters Of San Diego County Jul 2014 - Feb 2017San Diego, Ca, UsMy role on the Board is largely to help facilitate introductions between San Diego companies and Big Brothers Big Sisters to form partnerships that can help children succeed and thrive in life. My passion is helping the children of our community, and specifically those being trafficked in our county. Human trafficking is a tremendous issue in San Diego and BBBS has programs aimed to prevent more children from suffering this abuse. -
Senior Wealth AdvisorHoylecohen, Llc Jul 2012 - Sep 2016San Diego, Ca, Us• Wealth advisor to executive women and their families, specializing in financial planning for attorneys, women executives, and women business owners.• Frequent speaker in the San Diego community and writer in national media on financial literacy for women• Create key strategic collaborations both locally, and in other markets. • I utilize my expertise in understanding the market of wealth advising for women, connecting successful professional women, providing education to enhance their personal and professional lives, and establishing strategic collaborations to increase our practice visibility and provide value to our clients. -
Director Of Business Development, Women'S PracticeHoylecohen, Llc Sep 2013 - Sep 2015San Diego, Ca, Us• Spearhead firm business development efforts for growing Women's Practice group through strategic sales, marketing, and business development initiatives to help thoughtfully grow our practice, and increase our practice awareness. • I utilize my expertise in understanding the market of wealth advising for women, connecting successful professional women, providing education to enhance their personal and professional lives, and establishing strategic collaborations to increase our practice visibility and provide value to our clients. • Work closely with our team of Wealth Advisors on developing relationships with new and prospective clients. • Create key strategic collaborations both locally, and in other markets. • Advise a limited number of clients, which allows me to keep my pulse on key issues and strategies that are important to our clients’ financial health. -
Financial AdvisorMorgan Stanley Smith Barney Apr 2010 - Jul 2012New York, Ny, Us• Established practice dedicated to helping women professionals and their families achieve financial independence. • Developed series of workshops and seminars with guest speakers and panels that addressed professional development for businesswomen and financial education.• Frequently requested speaker on finance for women's professional organizations.
Bridget Venus Grimes, Cfp® Education Details
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UclaCertificate In Personal Financial Planning -
Mount Holyoke CollegeGerman Language And Literature
Frequently Asked Questions about Bridget Venus Grimes, Cfp®
What company does Bridget Venus Grimes, Cfp® work for?
Bridget Venus Grimes, Cfp® works for Wealthchoice Llc
What is Bridget Venus Grimes, Cfp®'s role at the current company?
Bridget Venus Grimes, Cfp®'s current role is President.
What schools did Bridget Venus Grimes, Cfp® attend?
Bridget Venus Grimes, Cfp® attended Ucla, Mount Holyoke College.
Who are Bridget Venus Grimes, Cfp®'s colleagues?
Bridget Venus Grimes, Cfp®'s colleagues are Marnie Bonner.
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