Curating Financial Content for
Black and Brown Professionals
and Consumers

Becoming a CHIP Pro is more than just brand recognition, it’s about sharing your
wealth building skills to increase generational wealth for Black and Brown professionals.

The BRIEF Digital

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

Chip Chats

CHIP Chats are where financial industry leaders share their vision for financial inclusion by reshaping how their organizations lead change internally and externally.

We want our guests to share ideas, best practices, lessons learned, and most importantly, be honest about what improvements they had to address or plan to address to ensure they’re doing more to help advance wealth generation for underrepresented individuals.

The Represented Series

The Represented Series Education Edition explains trusts, wills, employee benefits, investments, taxation and accounting, and more.

The Represented Series Fireside Edition aims to share the unique journeys of professionals of color within various financial services industry sectors and as estate planning attorneys. They will also share their mission, vision, and values for conducting business with their clients.

The Included Series Podcast

It’s time communities of color were heard and seen as more than just consumers of financial products. The Included Series features people of color sharing their financial journeys. Our guests share their thoughts, feelings, and first memories of how they view money and the financial industry.

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