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Bridget Grimes, CFP®

Wealth Advisor, HoyleCohen LLC. Empowering women to achieve professional and personal success.

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Bridget’s experience in major life transitions and first hand knowledge of the unique sets of needs executive women have when it comes to their financial well-being, have contributed to her reputation as a thought leader on financial advising for women professionals. She is a frequent speaker and author on women and money and has received recognition for her contributions to empowering women financially on many occasions.

Bridget brings nearly 30 years of experience both personally and professionally to her practice. Backed by her experience in corporate sales and equity trading she created her business of financial advising professional women from the ground up.  She is a Certified Financial Planner and licensed by the State of California Department of Insurance. 

Bridget believes that for many professional women, professional success will dictate their financial security. She is personally familiar with the many parts of a woman’s life that compete for time and attention, leaving little time or energy left for women to focus on their financial life. The Women’s Practice at HoyleCohen aims to help their clients achieve financial security by providing customized advice and solutions. They help women lead the life they have worked so hard to achieve with the knowledge that they are financially secure.

Bridget is a graduate from Mount Holyoke College in South Hadley Massachusetts, a frequent speaker and presenter in the San Diego community on the topics of women and finance and professional advancement for women executives, Member of the Board of Directors for Big Brothers Big Sisters of San Diego County, an inaugural member of The Salk Women & Science Steering Committee, founder of the Executive Women’s Forum, and past president of La Jolla Probate Section.  She has been recognized by her contributions to empowering women financially several times as a finalist for both Women Who Mean Business, and the Athena Pinnacle Award.  Her greatest accomplishment has been raising her two children Miller and Marnie.

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