Co-founded by Katie Burke, CFP®, and Bridget Venus Grimes, CFP®, two visionaries with deep roots in the personal financial planning profession, Equita emerged from their shared experiences and a fervent desire to carve out a space where women could lead, innovate, and thrive. Burke's professional narrative is one of determination and advocacy. Launching Method Financial Planning in 2015, Burke tailored her firm to address the specific needs of young families and professionals, showcasing her commitment to client-centered service. However, her influence stretches far beyond her own business’s achievements. Burke's passion for championing women within the financial sector led her to co-found a women's group in San Diego, fostering an environment rich in mentoring, networking, and collaborative growth. Through her involvement with the CFP Board of Standards Women’s Initiative (WIN) and the NAPFA Women’s Initiative Mentorship Program, Burke has mentored countless women, guiding them toward success in the financial planning field. Her leadership roles within the NAPFA Regional Board further underscore her commitment to advancing the profession and supporting her peers.  Screen capture of Monday Member Meeting with a presentation from Rob Lane of Advyzon Grimes's journey reflects a similar dedication to empowerment and change. Her extensive background in finance and corporate America, combined with personal experiences of gender-based challenges, ignited her passion for supporting women at critical junctures in their lives and careers. Founding WealthChoice in 2016, Grimes created a solution for women executives seeking to align their financial goals with their life’s aspirations. The launch of the WealthChoice Community further exemplifies her commitment to creating spaces where women can engage in meaningful conversations about careers, business, and life, thus fostering a supportive network of like-minded individuals.
This initiative not only supports women in establishing and growing their own independent financial advisory businesses but also ensures they have a community of like-minded peers with similar business models for collaboration and support. Beyond their entrepreneurial achievements, Burke and Grimes are recognized speakers and advocates on topics critical to the advancement of women in finance, including the importance of emergency continuity planning and overcoming professional challenges as women-led business owners. Their contributions to the financial planning and investment advisory profession not only pave the way for future generations of women leaders but also highlight the significant impact of female leadership in traditionally male-dominated fields. Through their pioneering work with Equita Financial Network, Burke and Grimes are working to transform their sector by not only offering solutions for women-led financial advisory firms but by also establishing themselves as pillars of leadership and empowerment. Representation and visibility matter for women in business, whatever their field or role. Equita’s co-founders’ efforts to create a supportive and inclusive environment for women in personal finance underscore the vital role of female leadership in driving change and fostering innovation. As the financial services industry continues to evolve, the contribution Burke and Grimes made to the financial planning and investment advisory profession will undoubtedly inspire more women to lead, innovate, and succeed Find out more about Burke, Grimes, and Equita Financial Network at www.EquitaFN.com. Comments are closed.
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