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Equita Financial Network (Equita) announced three new member firms have joined its signature platform bringing the number of signature firms to ten. Mountain Wealth Planning, led by Amy Hamasaki, CFP®; Equila Financial, led by Ann J. Shubert, CFP®; and Your Story Financial, led by Shehara Wooten, CFP®, have all been added to the Equita community in recent months. All three firms are full-service fiduciary financial advisory firms. Mountain Wealth Planning was established in 2020; Equila Financial launched just a few months ago, and Your Story Financial took root in 2016. All integrate financial planning, investment management, and coaching for small business owners, professional women, STEM professionals, and the LGBTQIA+ community. Originally published on Agility on August 12, 2024. Read full article here. Equita Financial Network (Equita) announced that Astraea Wealth Management (Astraea), led by Laura Corbiani, has joined as a new member firm, bringing the number of member firms to seven. The network has also announced new speakers, topics, and dates for the Inspiring Insights educational webinar series. The series, which began in 2023, happens on the last Wednesday of each month at 4:00 p.m. Eastern Time (ET) and is dedicated to furthering the education and knowledge of fiduciary financial advisors. Originally published on Media Source Portal on April 11, 2024. Read full article here. Equita Financial Network (Equita) announced that co-founders Bridget Venus Grimes and Katie Burke have been named finalists in the Industry Transformer category by the Women in Wealth Management Awards. The award, being handed out this week at Excell Represent, honors women who are driving transformation and innovation in wealth management through programs, products, or services they’ve created or led. Burke and Grimes are being recognized for their creation of Equita and the network’s growth and impact on women financial professionals. Originally published on Agility on November 14, 2023. Read full article here. Equita Financial Network (Equita) announced that Modern Family Finance, led by Lisa and Jennifer Dazols, has joined as a new member firm, bringing the number of member firms to seven. The network has also announced new speakers, topics, and dates for the Inspiring Insights educational webinar series. The series, which began in April, happens on the last Wednesday of each month at 4:00 p.m. Eastern Time (ET) and is dedicated to furthering the education and knowledge of fiduciary financial advisors. Originally published on Agility Newsroom on June 27, 2023. Read full article here. The Equita Network is the focus of this Advisor Perspectives article by Marie Swift in which she discusses the ways the network supports women in the financial services industry and how the co-founders and members are forging the path ahead to ensure women advisors have the resources they need to succeed. Originally published on PR Newswire on May 17, 2023. Read full article here. |
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