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Financial Professionals

Here you'll find experienced financial professionals whose mission is to empower you to increase your overall financial acumen and build the legacy you want.

Fill Out Our Questionnaire

The questionnaire helps us understand where you are in your financial journey and the resources you need to find the professional best suited to meet those needs.

Get Your Best Fit

The best fit is based on your questionnaire responses. These responses include your financial goals and the type of financial services you need.

 

How It Works

We Help You Schedule Your First Interview

Virtually or In Person

Interviews are made through our virtual calendar tool based on your availability, which we help coordinate for you. 

 

NOW Is The Time To Take Control Of Your Financial Life

Why is CHIP Good For You?

Financial Guidance & Education

We understand figuring out where to start in your financial journey can be tough, but here you can find the financial professionals to help you make it all make sense.

Experienced Professionals

CHIP Professionals have experience in various areas of finance and are equipped to help you reach the goals you've set for yourself and your family. 

People That Care About Your Wealth

Honesty, trust, and integrity are all values that CHIP professionals believe in. CHIP professionals make sure you get the time you need to take your financial life to the next level.

Find The Financial Team You Need

Discover financial professionals in your backyard or work together virtually. Either way, you can build the financial team you need to make your goals a reality.

Working With A Financial Professional And Having A Strong Financial Acumen Can Help You Leave A Lasting Legacy

Believe In Our Mission.

Want To Partner?

CHIP IS NOT A BROKER-DEALER, REGISTERED INVESTMENT ADVISOR, OR ANY OTHER TYPE OF INVESTMENT FIRM. WE DO NOT SELL INVESTMENT PRODUCTS OR GIVE INVESTMENT ADVICE AND WE ARE NOT, NOR DO WE NEED TO BE REGISTERED WITH ANY REGULATORY BODY. CHIP IS A FINANCIAL TECHNOLOGY PLATFORM BUILDING CONNECTIONS AND BRIDGING THE WEALTH GAP FOR FINANCIAL PROFESSIONALS OF COLOR AND THE CLIENTS THEY SERVE.  YOUR PRIVACY IS IMPORTANT TO US AND YOUR PERSONAL INFORMATION WILL

NOT BE SHARED OR ADDED TO A DISTRIBUTION LIST FOR FURTHER SOLICITATION WITHOUT YOUR CONSENT.

There Is A Financial Professional For Everyone

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