Bridget Grimes (CFP®)

Bridget Grimes focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Bridget Grimes, CFP® is the President of WealthChoice, a boutique financial life, fee only planning firm for women executives, and Co-Founder of Equita Financial Network, a collaboration of women-led financial planning firms.  She is also author of the Best Seller Corner Office ChoicesThe Executive Woman’s Guide to Financial Freedom.  She believes in empowering women through education, collaboration, and support so that they have the confidence to take action for a better life.  

Additional Information

 I chose to build my business for a very deliberate reason. Many years ago I found myself in a divorce. With two young children I had been too busy to be present in my own financial life. Between working, raising my family, and taking care of the household, there was no time to think about my future or my ideal life. Shortly after my divorce, my two closest friends found themselves in very similar situations. It was then that I decided to build a business that was focused on helping women just like me. I set out to build a financial planning business that would provide professional women with exceptional advice and guidance so they could live the life they worked so very hard to achieve.

I pride myself on being a connector of awesome women in business, a valued resource to my clients and my trusted advisors, a collaborator on all things women and business, and my passion for helping women get to a better place in life. I am a CERTIFIED FINANCIAL PLANNER™, a fiduciary, an educator, speaker, wife and mother. I love spending time with my husband on our boat in the San Diego Bay, cooking with the amazing California produce, entertaining friends on our boat and at home, and spending time with and mentoring our children. 

I am a huge fan of the abundance mentality and mentor many women in my industry.  I also believe in giving back to my community and am proud to provide workshops on financial literacy to non profit organizations such as Kitchens for Good, Just in Time for Foster Youth, and the Naomi Project.

NAPFA Start Date

August 01, 2019

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This Office

2811 Dickens St Ste 132 San Diego, CA 92106-2774 Phone: (858) 221-0022