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.


