Easily Access
Black & Latinx
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.
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