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Our strength is our Member Firms – their expertise in the financial planning industry, their passion and their diversity of thought. 

Equita Members come from all across the United States from all backgrounds, serving all communities.  They may be very different 

in a lot of ways but they all share common values and uphold the fiduciary standard of care.

Stefanie Crowe
Founder

It’s our Vision to create a world where people feel financially and economically empowered; this is achieved through education and application of sound strategy and tactics.

It is our mission to help clients create a workable plan that accommodates life today and puts them on the path toward realizing long-term goals.

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Laura Corbiani
Founder

At Astraea Wealth Management, we understand that life is busy, and financial management often takes a back seat. We bring empathy, expertise, and a holistic approach to your financial well-being. Know that no matter who you are, you are welcome here, and that all types of questions are encouraged.

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Ann J. Shubert
Founder

At Equila Financial I provide a comfortable place for independent women and members of the LGBTQ+ community to talk about their money questions and concerns, and get straightforward answers and thoughtful solutions. With personalized financial planning and investment management, I help my clients connect their money to the meaning in their lives, to cut through the noise and focus on what really matters when building a strong financial foundation for the life they want to live.

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Method Financial Planning Logo

Katie Burke
Founder

YOUR FINANCIAL LIFE, SIMPLIFIED!

We offer financial planning and consultation for individuals and families. Utilizing the latest tools and technology we simplify your financial life, and leave you with peace of mind so you can focus on your family, your career and all of the things that matter most.

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Lisa and Jennifer Dazols
Founders

We are a modern family from San Francisco. We are a full-service firm who integrates financial planning, investment management and coaching to help modern families get to true financial freedom. Our philosophy is to first tackle money beliefs and then to address the confidence gap when it comes to investing.

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Amy Hamasaki
Founder

Mountain Wealth Planning can help you determine your financial needs and priorities so that you are free to live with confidence and clarity as you come to life’s many crossroads. We work with women in transition, small business owners, and high income earners who need a savvy tax planner on their side.

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Kim Spencer
Founder

Our goal for women is for them to take their money firmly in hand and decide for themselves where that money goes, to decide for themselves what they want their financial future to look like. I love Yogi Berra and he is credited with saying ‘If you don’t know where you’re going, you’ll end up somewhere else’. That’s true for all areas of our lives, but none so much as our financial lives.

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Mindy McCubbin
Founder

I serve busy professionals who need to delegate an essential aspect of their lives to someone they trust. I do my best work with clients who want investments explained in an uncomplicated and transparent way.

We start with a complimentary, 30 minute discovery meeting to learn about your specific needs and whether I can offer you a transformative solution.

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Shehara L. Wooten
Founder

You can change your financial story at any stage. It’s never too late for financial planning. The Your Story Financial framework allows you to have total control over your finances and diversify your money to generate additional income. We will help you embark on debt-free living and wealth-building.

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Bridget Venus Grimes
Founder

At WealthChoice, we specialize in helping female lawyers and women executives create a better quality of life, for themselves and their families, through personal financial planning, financial consulting, and money management services.

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Your Firm at Equita Financial Network 2

Equita offers a remarkable opportunity for women in the financial advisory world to join the ever-expanding EFN Community! Join us, and your logo can go here.

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Your Firm at Equita Financial Network 2

Equita offers a remarkable opportunity for women in the financial advisory world to join the ever-expanding EFN Community! Join us, and your logo can go here.

Learn More
Equita Financial Network
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Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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Equita Privacy Notice

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Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

 
How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.