It was a pleasure to meet Dana Wilson, CEO and Founder of CHIP - Changing How Individuals Prosper. Let us just take a moment to appreciate what a cool name that is for a company focused on financial inclusion and prosperity for everyone !

Dana is a seasoned financial services industry professional with many years of experience in investment advisory and marketing roles. She is known for creating long-lasting client relationships, fostering successful collaborative partnerships, and driving social impact through emerging technologies.

To watch my interview with her, please click the video below:

Dana's company, CHIP (Changing How Individuals Prosper), is a B2B2C financial services marketplace that makes it easy to find Black and Latinx financial professionals.

She not only helps you find a great financial advisor but also helps you learn the intricacies of managing your finances, starting with understanding a lot of jargon. For example, she helps you learn the difference between AWMA, CFA, ChFC, and CDFA even before you contact one.

If you talk to her, it is clear, she firmly believes there is a financial advisor for everyone. She is focused on creating a platform to empower everyone through conversation, understanding, and education.

I enjoyed my conversation with her and wish her great success in "changing how individuals prosper".

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