Bridget V. Grimes, CFP^®

President

Wealth

1001 B Avenue, Ste 320
Coronado, CA 92118

FINANCIAL ADVISOR'S WEBSITE

wealthchoice.com

(858) 221-0022 CONNECT WITH Bridget

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

As a fee only firm, we offer several compensation options to our clients, depending on the amount of assets they have, and their stage in profession. We charge on retainer or as a percentage of assets under management.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Bridget Grimes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth in Coronado, CA and the surrounding communities.

Financial Advisor Overview

WealthChoice is a financial life planning firm for women executives and their families. We help our clients live the life they are working so hard to achieve. Our planning process is based on the key derailers women execs have to financial success. We are strong collaborators with our clients and their team of trusted advisors, and we choose our clients based on a mutual commitment to their financial success, and a long term relationship.

Financial Advisor Experience

At WealthChoice we can relate to the challenges and dreams of our clients because we are just like them. We have experienced many of the same life experiences, from divorce and remarriage to professional transitions, business launches and balancing personal goals with family goals. We have served women execs and their families for many years, having launched our first financial advising practice purely to provide tailored advice to women. We've fine tuned our planning over the years to provide solutions to the unique challenges women execs have.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Business Taxes, Investment Management, Employee Benefits, Getting Married, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Sudden Wealth, Women's Finances