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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. 

Featured
CHIP Pros

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Kevin Cheeks, CFP®

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

Catalina Franco-Cicero, MS, CFP®

Shaina Jones Magrone Esq.

Businesswoman

Intentional 

Visibility

Experience

Credibility

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.

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Breaking Barriers To Wealth

Building Trust

Taking Action

Staying Empowered

Letting Go Of  Fear 

Developing Transparency

What People Are Saying

Nebraska

"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 imagined. 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."

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Creating Your Financial Team Is Just A Click Away.

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About Us

The Brief is a quarterly digital magazine for Black and Latinx/a/o professionals and consumers. It is designed to provide professional development content and consumer-focused content created by CHIP Professionals and founded by Dana L. Wilson, CEO and founder of CHIP (Changing How Individuals Prosper), and Ana Trujillo Limon, former editor in chief of the Journal of Financial Planning.

Our Mission

Our mission is to elevate the voices and knowledge of Black and Latinx/a/o professionals in finance and law.

Our 

Our Partners