Equita Financial Network
Equita Financial Network
Member portal

Our Team

Equita Financial Network founders Katie Burke and Bridget Venus Grimes stand outside on city patio

Our Founders

Katie Burke

Over the course of her career, Katie Burke has been driven to find a better way to serve her clients. An entrepreneur at heart, she has almost twenty years of experience in the financial services field.

Read More...

Bridget Venus Grimes

When women are at a crossroads and challenged to make tough decisions, they need a community of support. Bridget Grimes became a CERTIFIED FINANCIAL PLANNER™ (CFP®), fiduciary advisor, educator, and speaker to make a difference in this regard.  

Read More...

Client Success Manager

Jackie Oteri

I’m a dynamic leader in client success, financial operations, and digital strategy with a passion for helping mission-driven organizations grow and scale.

Read More...

Take your first step and know you are supported.

CONTACT EQUITA
Equita Financial Network
Member Portal

Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. 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 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. 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.

Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

ADV Part 3

Equita Privacy Notice

COPYRIGHT 2023 EQUITA FINANCIAL NETWORK, INC

  • 800-604-0176
  • info@equitafn.com

KATIE BURKE

Over the course of her career, Katie Burke has been driven to find a better way to serve her clients. An entrepreneur at heart, she has almost twenty years of experience in the financial services field. 

Burke launched Method Financial Planning, a fee-only (commission-free) financial planning firm, in 2015 to focus on the planning needs of young families and busy professionals, and to offer clients simpler, more effective solutions to achieve their financial objectives.

She has always been passionate about supporting women in the financial planning profession, encouraging them to follow the path to become a certified financial planner (CFP®) professional. 

During her time in San Diego, Burke co-founded a women’s networking group, San Diego Women in Finance, to provide women more opportunities for professional development through networking, mentoring, and collaboration. 

Burke is also a mentor through the CFP Board’s Women’s Initiative (WIN) to help guide and support prospective CFP® professionals, and ultimately encourage more women to pursue careers in financial planning.

She is also a mentor through the NAPFA Women’s Initiative to ultimately encourage more women to pursue careers in financial planning.

As a wife, mother to two young boys, and a business owner, Burke wants other women to feel empowered to build successful financial planning practices. 

With this goal in mind, in 2018 Burke co-founded with Bridget Grimes, CFP® Equita Financial Network.  

A thought leader and sought-after speaker, Burke most recently spoke at the Financial Planning Association (FPA) Annual Conference on the topic of emergency continuity planning.

Envelope Linkedin

BRIDGET VENUS GRIMES

When women are at a crossroads and challenged to make tough decisions, they need a community of support. Bridget Grimes became a CERTIFIED FINANCIAL PLANNER™ (CFP®), 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, she found her passion to help women succeed in life and in their careers.

In 2016, she 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.

Grimes also launched the WealthChoice Community, an organization that hosted guest speakers who covered critical career, business, and quality of life topics. The WealthChoice Community also provided 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 Grimes co-founded with Katie Burke, CFP(r) 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. 

Grimes strives to be a connector and collaborator and prides herself on being a valuable resource to her clients and advisors in the Equita Financial Network. She is available to speak on topics ranging from the key challenges and derailers of women professionals to emergency continuity planning. Grimes was recently named as one of the 2024 NAPFA Women to Know and 5 Women in Finance We’re Paying Attention to in 2024 along with Recruiter of the Month by Wealth Solutions Report.

As a wife and a mother, Grimes enjoys spending time with her family on their boat in the San Diego Bay, cooking with amazing California produce, and entertaining.

Envelope Linkedin

JACKIE OTERI

I’m a dynamic leader in client success, financial operations, and digital strategy with a passion for helping mission-driven organizations grow and scale. With deep experience in enterprise account management, marketing automation, and charitable giving, I specialize in building strong client relationships, streamlining complex workflows, and driving product adoption.


I joined Equita Financial Network as a Client Success Manager to ensure our members receive the highest level of care and attention while taking full advantage of our robust tech stack. I’m especially passionate about creating meaningful connections among women in the financial industry and helping advisors thrive through collaborative support and smart technology.

Envelope

Subscribe To Our newsletter

  • 800-604-0176
  • info@equitafn.com

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

 
How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.