We See You. 

We Hear You.

We Are You.

We are bridging the gap between consumers of financial products and financial professionals of color.  We are doing this through intentional visibility, education, and easy access

CHIP Professionals understand that they have a duty to their clients first, while also upholding the laws and regulations of the regulatory bodies that govern the financial industry.

How It Works...

Financial Professional

Approval

"I'm A CHIP Professional."

Acceptance

*CHIP Internal Compliance Team

Who Should Apply...

Independent Financial Advisors

Other Financial

Professional Designation Holders

CERTIFIED FINANCIAL PLANNER™

Accredited 

Financial Coaches

Estate

Attorneys

Tax | Accounting | Bookkeeping Professionals

Insurance

Professionals

Registered

Financial Advisors

Registered Investment Advisor Teams

Happy Senior Couple

Read Why They Became

CHIP Professionals...

"CHIP's values and principles embody the mission I am working towards daily and seeking the change I'm willing to create. From the moment I learned about CHIP, I know that I am not alone in seeking the necessary change within the financial services industry."

-Dominique Jordan

"For so long, the wealth gap was increased due to a lack of knowledge. CHIP offers professionals to bridge that gap with people that easily relate to their clients."

-Donte Lambert

"Having the ability to be a part of CHIP, while providing a way for individuals to seek out a professional who has their best interests is rewarding. My goal is to provide ultimate customer service and assisting individuals with making sound financial decisions."

- Jason Murray

"We’ve found a place where credibility and convenience come together for clear financial strategies"

-Angelica Prescod

"After 15 years in the business, I grew frustrated with being the only one in the room and seeing how the lack of representation has impacted the wealth gap. I could not pass on the opportunity to work with CHIP because it aligns with my professional and personal goals."

-Maurice E. Miller Jr., CFP®

"I believe that we are the most powerful when we are the most visible. CHIP is making us visible and powerful in finance!"

Rachel J. Robasciotti

"I've been in the financial services industry for over 23 years. I haven't seen the representation of African American females that I'd like to see in our industry. If I haven't seen it, then investors haven't either. CHIP will change that and I want to be a part of that change!"

-Reshell Smith, CFP®

"Financial literacy has such a major impact on lifestyle; where you live, where your children go to school, what type of car you drive, etc. It is imperative that the African American community is educated when it comes to making these crucial financial decisions and understanding how money truly works."

-Ericka Neville

 

There Is A Financial Professional For Everyone

© 2020 CHIP Professionals (Changing How Individuals Prosper) 

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