CHIP

About Us.

Our goal is to bridge the gap between consumers of financial products and financial professionals of color, with a specific focus on Black & Latinx professionals.

Our platform enables better visibility and easier access for these financial professionals.

Our intention is to champion the importance of hiring, retaining, and engaging the next generation of wealth creators.

As professionals, we want to do more than just high five each other, we want to create opportunities to pass the wealth around to ensure we're building sustainable businesses to pass along.

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Who Should Join?

-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

Check Us Out.

Learn More Here | Find A Professional | Contact Us

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About Us.

Who Should Join?

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