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Your safe space
to be financially authentic.
The financial professionals in our network are committed to seeing your dreams come true.
Whether you're an individual or company there is someone here for you.
Build your financial team today!
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Now Is The Time To Take Control!
How It Works
Fill Out Our
Questionnaire
The questionnaire helps us understand where you are in your financial journey and the resources and professionals 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.
We Help You Schedule Your First Interview
Virtually or In Person
Interviews are made through our virtual calendar tool and based on your availability.
Why CHIP?
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.
Experienced Professionals
CHIP Professionals have experience in various areas of finances and are equipped to help you reach your goals.
People That Care About Your Wealth
CHIP professionals believe in honestly, trust, and integrity. We make sure you get the time and attention 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 dreams a reality.
What Wealth Creators Are Saying...
"In our first meeting, I was excited to talk about my financial goals and planning. Guillermo asked great prompting questions and follow-up questions to go even deeper than I was imagining. Time was spent not only understanding my goals and aspiration but also getting to know me as an individual and breaking down unfamiliar terms to help me feel more comfortable with the services offered."
-Nebraska
"Currently working with Millu Ramirez from Urban Wealth Management! Appreciate this platform for matching us!"
-California
"My husband and I Love CHIP. It’s super user-friendly, and has connected us with an amazing financial adviser in our area! With his guidance and financial expertise we are now on the right track to financial success."
-North Carolina
Refer A Financial Professional To Our Network
Our mission is to ensure the visibility and sustainability of financial professionals of color, specifically Black and Latinx financial professionals. If you're currently working with someone or know someone in the industry, please share them below.
People you should refer.
-Independent Financial Advisors
-RIA Firms
-CFP'sⓇ
-Estate Attorneys
-Credited Financial Coaches
-Insurance Professionals/Agency's
-Tax Professionals/Accountants
-Bookkeepers
-Paraplanners
-Other Financial Designations
-CFO's
-Real Estate Professionals
Your
Legacy Is Now!
Get Your Best Financial Professional Fit Today.