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, sustainability, and 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.

Why Join CHIP?

A community of excellence...

Avg Work Exp 
15+ yrs

Over 50%
Have Financial Designations

Independent Business Owners

Member Benefits

Consumer Pairing Access


Referral Roundtables


Cross Marketing On All Of Our Digital Platforms


Speaking/Panel Opportunities/Media/Ability To Share Content

Business Partner Discounts 


Private Partner Events With Industry Leaders

Real-Time Networking & Collaboration

More to come...

Who Should Join?

-Independent Financial Advisors

-RIA Firms


-Estate Attorneys

-Credited Financial CoachesⓇ

-Insurance Professionals/Agency's

-Tax Professionals/Accountants



-Other Financial Designations


-Real Estate Professionals

Family Going Fishing

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