About Us.
CHIP (Changing How Individuals Prosper) started due to the lack of visibility and representation of Black, Hispanic, and Latinx financial professionals in the financial services industry. CHIP is a B2B financial services marketplace that aims to help consumers of all backgrounds easily access financial professionals of color.
Our goal is to ensure that consumers of financial products, i.e., retirement plans, investments, insurance, and those with estate planning needs, have a platform to become financially educated and empowered with their money.
Our mission is to bridge the gap between consumers of financial products and financial professionals of color while ensuring increased visibility of Black, Hispanic & Latinx professionals to help close the racial wealth gap in America.
We intend to ensure people feel seen and heard regarding their money. We want to help retain and grow generational wealth and build trust for financial professionals of color, especially in underestimated communities.
We want the future of the financial industry not just to be inclusive but also more visible to those who still don't know it exists to serve them.
Who Should Join Our Free Virtual Community?
-Independent Financial Advisors
-RIA Firms
-CFP'sⓇ
-Attorneys
-Credited Financial Coaches
-Insurance Professionals/Agency's
-Tax Professionals/Accountants
-Bookkeepers
-Paraplanners
-Other Financial Designations
-CFO's
-Real Estate Professionals
