CHIP Professionals
HQ Address
New York, NY, United States
Website Address
Business introduction
Be financially authentic
We’re bringing intentional visibility to Black and Brown Financial, Tax & Estate Planning professionals
Our Story
CHIP is a financial services marketplace that makes finding Black and Latinx financial professionals easier. CHIP started due to the lack of visibility and representation of Black and Latinx financial professionals in the financial services industry. Our goal is to bridge the gap between consumers of color and qualified financial and legal professionals so everyone can prosper.
Dana L. Wilson, MBA, founded CHIP while working as an investment advisor in New York City. She has spent over sixteen years in financial services. Dana has worked on Wall Street and at Merrill Lynch, State Farm, and SunTrust Bank. In 2020, Wilson tapped into her professional network to create a directory of Black and Latinx Financial professionals to build a bridge to start a wealth-building movement to accelerate progress and deliver change for Black and Latinx Americans to help close the racial wealth gap.
CHIP Professionals Solutions
CHIP
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......
business needs
view solutionCHIP for Professionals
Our goal is to bridge the gap between the public and financial professionals of color through visibility, education, and easy access. CHIP Pros 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. CHIP Professionals......
