CHIP (Changing How Individuals Prosper)

CHIP (Changing How Individuals Prosper)

Technology, Information and Internet

Accelerate Your Financial Power.

About us

🚀 CHIP - Transforming Finance, Empowering Communities Welcome to CHIP, the trailblazing cross-industry fintech company, revolutionizing finance by democratizing access to Black and Brown financial advice, tax, and estate planning. CHIP connects companies, individuals, and small businesses, building financial teams tailored to diverse needs. CHIP stands as the first cross-industry fintech, fostering an interconnected financial ecosystem. We prioritize building financial teams to cater to unique needs, with a commitment to providing access to Black and Brown financial expertise. How we Do it: CHIP's mission revolves around collaborative financial success. Our platform connects companies, individuals, and small businesses to diverse financial experts. We assemble a team of specialists who comprehend your unique goals and challenges. Connecting the Dots CHIP serves as a bridge, connecting companies with tailored financial solutions and individuals/small businesses, especially from Black and Brown communities, to a network of expert advisors in financial advice, tax services, and estate planning. Comprehensive Financial Services: CHIP's platform offers a holistic suite of financial services. From personalized financial advice and tax planning to estate planning, we cover every aspect of your financial journey, empowering you with knowledge for informed decisions. Personalized Financial Advice: We connect with advisors to understand your cultural background, offering tailored budgeting, saving, and investing, and easily find financial professionals of color. We've done the work, so you don't have to. Relaunch 2024 #IAmACHIPPro#ITogetherWeDoMore

Industry
Technology, Information and Internet
Company size
2-10 employees
Headquarters
New York
Type
Privately Held
Founded
2020
Specialties
Fintech, Financial Services , Inclusion, Financial Professionals, Human Resources, wellbeing, estate planning, and Tax Planning

Locations

Employees at CHIP (Changing How Individuals Prosper)

Updates

  • Calling All Aspiring Financial Planners!🚀 Ready to take the next step toward your dream career? The BLX Internship Program is accepting applications for Summer 2025! 🌟 Who Should Apply? Aspiring financial planners who identify as Black or Latinx. Firms eager to build a more diverse and inclusive industry. 📊 What’s in It for You? Over the past 3 summers, BLX has transformed lives, opening doors to over 100 aspiring planners. Many internships have led to full-time opportunities! ⏳ Deadline: December 31, 2024 📥 Apply now at blxinternship.org/apply. Let’s shape the future of financial planning—together. 💼💡 #blxinternship #diversityinaction #financialplanning #thewayforward 📧 Questions? Email at info@blxinternship.org

  • As the year comes to a close, it's the perfect time to prepare for a fresh start in both health and wealth! 🌟 Did you know that 61% of people set New Year's resolutions around money or finances? Whether you're making a career shift, navigating relationship changes, or simply want to improve your financial habits, "Fresh Start, Financial Smart" is part of the Cultural Coins Webinar Series Sponsored by One Digital and will give you the tools to succeed. 💼💸 What you'll gain: 📝 Practical money strategies for handling big life transitions 💼 How to stay financially secure during career shifts or personal milestones 💸 Expert advice on budgeting, saving, and planning for future goals 🚀 Tips for setting realistic financial resolutions that stick! With 79% of people focusing their New Year's resolutions on health and 61% on finances, this webinar will equip you with smart strategies to tackle your financial goals while supporting personal growth. 🌱 No matter where life takes you, you'll leave with the confidence to stay financially strong! Join us for the Cultural Coins Webinar Series and start the new year with a financially smart fresh start!

    Cultural Coins: Money Strategies for Major Life Transitions

    Cultural Coins: Money Strategies for Major Life Transitions

    www.linkedin.com

  • 🌟 Join Us for an Inspiring Event! 🌟 🎙️ Cultural Coins: Money Strategies for Major Life Transitions 🗓️ Date: December 4, 2024 ⏰ Time: 4 PM EST | 1 PM PST 📍 Location: Online 💼 Meet the Experts: Maurice Miller Jr., CFP®, ChFC®, CEPA – Prudential Advisors Cathey Williamson – Williams Financial Management Group Alaina Fingal – The Organized Money LaShay Callaway – Callaway Law Group, LLC 🎯 Discover how to transform life changes into opportunities for growth with actionable strategies from leading professionals. 📅 Save the date and join us for this empowering conversation! 👉 Don’t miss out—secure your spot today!

  • 📅 Event Details: Cultural Coins Webinar: Money Strategies for Major Life Transitions. 🗓️ December 4, 2024, ⏰ 4 PM EST 🌟"Major transitions can transform your financial future—if you plan wisely." Life changes, like career shifts or milestones, bring challenges and opportunities. Learn how expert guidance can turn transitions into growth. 📊 Why Transitions Matter: 61% of people set financial New Year’s resolutions, and 79% focus on health. Major life events offer the perfect moment to reassess goals. Preparation is the key to navigating changes successfully. 💼 Webinar Takeaways: Discover practical strategies for handling transitions, staying financially secure, and setting realistic resolutions that stick. Learn expert tips on budgeting, saving, and planning for the future. 🗣️ Meet the Experts: Featuring Maurice Miller Jr. (Wealth Management Advisor), Cathey Williamson (Financial Management Group), Alaina Fingal (The Organized Money), and LaShay Callaway (Trusts & Estates Attorney). Thanks Catalina Franco-Cicero, MS, CFP®, CTS™ for key points #FreshStartFinancialSmart #CulturalCoins #MajorTransitions

  • As the year comes to a close, it's the perfect time to prepare for a fresh start in both health and wealth! 🌟 Did you know that 61% of people set New Year's resolutions around money or finances? Whether you're making a career shift, navigating relationship changes, or simply want to improve your financial habits, "Fresh Start, Financial Smart" is part of the Cultural Coins Webinar Series. This event will provide you with the tools to succeed in 2025! 💼💸 What you'll gain: 📝 Practical money strategies for handling big life transitions 💼 Tips to stay financially secure during career shifts or personal milestones 💸 Expert advice on budgeting, saving, and planning for future goals 🚀 Guidance on setting realistic financial resolutions that stick! 🌱 With 79% of people focusing their New Year's resolutions on health and 61% on finances, this webinar is your key to mastering your financial goals while supporting your personal growth. Event Details: Cultural Coins: Money Strategies for Major Life Transitions 📅 Date: December 4, 2024 ⏰ Time: 4 PM EST | 1 PM PST 📍 Where: Online Meet Our Esteemed Speakers: Maurice Miller Jr. CFP® ChFC®, CEPA Miller Regional Director & Wealth Management Advisor Prudential Advisors / The Miller's Wealth Management, LLC Cathey Williamson President and CEO Williams Financial Management Group Alaina Fingal Financial Therapist & Coach The Organized Money LaShay Callaway Trusts & Estates Attorney, Managing Partner Callaway Law Group, LLC This free webinar will leave you feeling confident, equipped, and inspired to take charge of your finances and create a fresh start in 2025. Register now to secure your spot and start the new year financially smart! 📢 Follow us @CHIPProfessionals for more updates.

    • No alternative text description for this image
  • CHIP (Changing How Individuals Prosper) reposted this

    View profile for Tobias Salinger, graphic

    Chief Correspondent of Financial Planning at Arizent

    Marathon day is a great occasion, especially if you know someone running in one and they're raising money for great causes as part of it. Next month, Dana L. Wilson, MBA of CHIP (Changing How Individuals Prosper) will be running in her first marathon while seeking to raise money for the BLX Internship ProgramDiversitasDispersion PhilanthropyWall Street Bound, Inc, the Financial Alliance for Racial Equity (FARE) and scholarships to The American College of Financial Services. Our team at Financial Planning is a supporter. I spoke with her and fellow industry changemakers Louis Barajas, MBA, EA, CFP®, AIF®, Lazetta Rainey Braxton, MBA, CFP®, Luis Rosa, Chloé A. Moore, CFP® and Ana Trujillo Limón, MBA about the significance of her run. Check out the story and follow the links to her website and GoFundMe. #philanthropy #wealthmanagement #financialadvisors #marathon https://lnkd.in/gAeCR2Jj

    CHIP founder making 'Swift Strides' in NYC Marathon fundraising effort

    CHIP founder making 'Swift Strides' in NYC Marathon fundraising effort

    financial-planning.com

  • October is National Financial Planning Month, and we're here to help you kick back and relax while you take control of your future! 🌟 Join us for "Finance & Chill," a fun and laid-back webinar in which financial experts will share stress-free strategies to help you plan your financial future without feeling overwhelmed. Whether you're setting new goals 🎯, navigating a life change 🌱, or want to freshen up your money game 💸, this webinar has you covered. Grab your favorite drink ☕, get comfy, and let's make financial planning fun and easy! What you'll learn: 🎯 How to set and achieve realistic financial goals without stress 💰 Budgeting tips that work for your lifestyle 📈 Simple strategies for saving, investing, and future planning 💡 Expert advice for navigating big life changes with financial confidence Perfect for anyone looking to build a strong financial foundation while keeping things chill. Let's take the stress out of money planning and start shaping your future! 🌟

    Finance & Chill: Stress-Free Strategies for Planning Your Future

    Finance & Chill: Stress-Free Strategies for Planning Your Future

    www.linkedin.com

  • October is National Financial Planning Month, and we're here to help you kick back and relax while you take control of your future! 🌟 Join us for "Finance & Chill," a fun and laid-back webinar in which financial experts will share stress-free strategies to help you plan your financial future without feeling overwhelmed. Whether you're setting new goals 🎯, navigating a life change 🌱, or want to freshen up your money game 💸, this webinar has you covered. Grab your favorite drink ☕, get comfy, and let's make financial planning fun and easy! In this conversation on October 23rd at 4pm EST, you will hear thoughts from our speakers below: Leah Davis, FFC ® Brandon Dixon- James, CFP Charleen Hoskins Catalina Franco-Cicero, MS, CFP®, CTS™ What you'll learn: 🎯 How to set and achieve realistic financial goals without stress 💰 Budgeting tips that work for your lifestyle 📈 Simple strategies for saving, investing, and future planning 💡 Expert advice for navigating big life changes with financial confidence Perfect for anyone looking to build a strong financial foundation while keeping things chill. Let's take the stress out of money planning and start shaping your future! 🌟 You do not want to miss this, so tell a friend and share!

    • No alternative text description for this image

Similar pages

Browse jobs