A Collaboration of Independent, Women-Led Financial Planning Firms

Equita’s mission is to help our Member Firms succeed in providing outstanding service to their clients, to support the increasing number of women-led financial planning firms, and to attract more women to the field of financial planning.

We do this by providing a business platform of the very best resources in our industry for each Member Firm so they can focus on the core of their business; serving their clients. We provide our Member Firms with a network of financial planning firms with which to collaborate, share best practices and resources, and identify succession planning options. We also work closely with key resources in our industry to encourage and promote women to pursue the Certified Financial Planner designation, and sponsor one annual Scholarship for a new Member Firm to receive the CFP(r) designation if they have not yet earned it.

Certified Financial Planner
Financial Planning Association
The National Association of Personal Financial Advisors

Equita Financial Network, Inc. (“EFN”) is a registered investment adviser offering advisory services in the State of California, the State of Minnesota, the State of Missouri, the State of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFN in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of EFN, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.