The Healthy Advisor: Taking Control of Your Finances with Bridget Venus Grimes
Wed Jan 21 2026
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
diana.britton@informa.com
LinkedIn: Informa
LinkedIn: Wealth Management
Connect With Bridget Venus Grimes:
LinkedIn: Bridget Venus Grimes
bridget.grimes@wealthchoice.com
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.
More
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 diana.britton@informa.com LinkedIn: Informa LinkedIn: Wealth Management Connect With Bridget Venus Grimes: LinkedIn: Bridget Venus Grimes bridget.grimes@wealthchoice.com 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.