Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes
About this episode
Bridget Venus Grimes discusses her unique career journey and the importance of supporting breadwinner women and Gen Z in financial planning.
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…
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