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Successful Restaurant Owner

Financially Authentic.

Connecting Individuals and Small Businesses

To Credible Financial Advice, Tax, &

Estate Planning.

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What Does It Mean To Be Financially Authentic?

To feel safe, seen, heard, and encouraged when it comes to your money.

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Look For The Seal

How It Works

Here For You

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Financial Guidance & Education

Figuring out where to start in your financial journey can be tough. Here you can find the professionals you need to help you take your finances to new heights.

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Experienced & Vetted Professionals

CHIP Professionals have experience in various areas of finances and are equipped to help you reach your goals.

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People That Care About Your Wealth

CHIP professionals believe in honesty, trust, and integrity. We make sure you get the time and attention you need to take your financial life to the next level.

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Find The Financial Team You Need

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


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Kevin Cheeks, CFP®

Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®

Catalina Franco-Cicero, MS, CFP®

Shaina Jones Magrone Esq.






We've Done The Work,
So You Don't Have To

Find A Financial Professional.

Our Mission

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.

Our Vision

We intend to help retain and grow generational wealth and build trust for financial professionals of color, especially in underestimated communities.

Our Impact

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.