Episode 44

Published on:

20th May 2020

People of Color Disrupting the Financial Industry with Dana Wilson

When you’re trying to achieve your goals or just trying to make things financially better, it gets kind of difficult to build or move up when you don’t see people that look like you sitting in that position that you might need or a spot of support to help you in your financial concerns. And you can’t help but feel intimidated or uncomfortable sometimes. 

But today, more and more black, brown, and people of color are now filling in financial positions (especially senior management roles) in the financial industries! Today, you’re about to meet someone who’ll empower you to build your legacy and prosper in life!

In this episode, we are joined by Dana Wilson, the CEO and founder of CHIP (Changing How Individuals Prosper), a platform designed to connect individuals consumers to financial professionals of color. 

Learn how you can help yourself and others prosper as Dana talks about how CHIP is helping individuals and professionals of color thrive! Find out what CHIP is doing to retain its people and why it matters that you have a financial professional of color to help you with your financial needs!


>> What is CHIP all about and why should you care?

>> How Dana started CHIP and how she’s currently helping individuals to prosper through it

>> Why it’s important for minorities to have a financial professional of color?

>> Dana’s thoughts on generational wealth

>> Community and collaboration

>> What’s the next step for CHIP?



Apply as a CHIP professional 👉 here

>> Dana Wilson Social Media: 

If you loved this episode, you have to listen to these episodes as well:

>> Financial Planning for Families of Color with Ajamu Loving Ph.D., CFP®

>> The Ins and Outs of Cryptocurrency and Growing From Failure

>> Home Ownership: Everything You Need To Know When Purchasing a New Home with Myra Alvarez and Jose Sahagun


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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/

Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.