Tag: Retention
Corporate Citizenship in Action

Corporate Citizenship in Action

By |

In this episode of Focused on The Future, host Suzanne Siracuse speaks with Pammi Bhullar, senior director of corporate citizenship at Edelman Financial Engines, about how the firm integrates purpose into its culture and client impact.

Pammi shares her career journey across multiple sectors and why she chose Edelman to align her passion for helping others with financial planning. She explains how corporate citizenship at Edelman combines inclusion, philanthropy, and environmental responsibility, supported by data-driven insights and community engagement.

The “We Aspire” program, which develops the next generation of financial planners, is also highlighted, as is the grassroots “Dollar Cents” financial literacy initiative, which now serves youth, parents, and veterans. Pammi also discusses how storytelling and vulnerability around mental health create stronger workplace communities and lasting change.

Resources:

Connect With Suzanne Siracuse:

Connect With Pammi Bhullar:

 About Our Guest:

Pammi Bhullar leads Corporate Citizenship at Edelman Financial Engines, inclusive of an award-winning Diversity, Equity & Inclusion strategy, charitable giving, and volunteerism. Throughout Pammi’s career, she has focused on elevating the voices around her, embedding authenticity and care into corporate cultures, and building community and bridges among people from different backgrounds.

Previously at Thermo Fisher Scientific, Pammi partnered with businesses globally on advancing DE&I best practices and managed and led the growth of early talent leadership development programs. Her experience spans the nonprofit space as well. After obtaining her MBA at Boston University, Pammi led the global nonprofit consulting program called ChangeTheWorld at the University of Maryland.

In her free time, Pammi enjoys going on adventures with her husband and kids, including train excursions, museums, and building obstacle courses. Pammi gets her energy from new experiences, travel, fresh air, and dancing with all her heart.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes

Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes

By |

When your career path zigzags from Wall Street to pastry kitchens and back to finance, you pick up lessons most playbooks miss.

In this episode of the Focused on the Future podcast, host Suzanne Siracuse talks with Bridget Venus Grimes, CFP, founder and president of WealthChoice and co‑founder of Equita Financial Network, about centering a firm on breadwinner women, elevating Gen Z through a Rising Professionals program and crafting succession plans that reflect a founder’s values.

Bridget shares how personal experience shaped her niche and why community and retention remain pivotal for women advisors.

Key Points:

  • Her unconventional journey from trader to pastry chef to planner, and how life events led her to serve breadwinner women
  • Building a niche around women attorneys, then expanding to women in tech, executives, and business owners, who are often the primary earners at home
  • Launching WealthChoice to align work with impact after pay disparity and advancement barriers at a prior firm
  • The Rising Professionals program that meets Gen Z where they are, with fee‑for‑service guidance on 401(k)s, budgeting and first goals
  • Equita’s curated succession planning approach to each founder’s vision, values and client continuity

Resources:

Connect With Suzanne Siracuse:

Connect With Bridget Venus Grimes:

About Our Guest:

Bridget Venus Grimes, CFP is President of WealthChoice, a wealth management firm for women executives, and Co-founder of the SEC registered investment advisor Equita Financial Network, a community of women-led financial planning firms. Bridget began her career in 1987, trading stocks for private hedge funds in New York City, before pursuing her passion of financial planning for women.

Bridget believes in empowering women to take confident steps toward a better life. She authored the best-selling book Corner Office Choices: The Executive Woman’s Guide to Financial Freedom and has written countless articles for major US media channels. Her commitment to women’s financial education extends not only to women professionals but also to fellow financial planners. She has spoken at major industry conferences and co-hosted the Financial Planning Association’s Women’s Knowledge Circle.

Bridget splits her time between Arizona and California and enjoys boating, golf, entertaining, anything French, and, most of all, cooking. She holds a B.A degree in German language and literature and a minor in Art History from Mount Holyoke College.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories