Colin Chase (CFP®, MBA)

Colin Chase focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Financial Psychology/Coaching

Hourly

Investment Advice without Ongoing Management

Middle Income Client Needs

Planning Specialties

Investment advice
Retirement planning
Education planning
Cash flow and budgeting
Holistic financial strategy
Tax advice
Merging finances for couples
Student loan and debt strategy

Additional Information

Colin Chase, CFP® founded Mindful Money Financial Counsel in 2010 and has over 18 years of experience talking with people about money. Prior to founding the company, he worked at Fidelity Investments for 10 years in a variety of positions: service and trading representative, retirement investment specialist, investment representative, financial planning consultant, and Vice President Senior Account Executive.

He received an MBA with a finance concentration from Xavier University and a bachelor's degree in Business Management from Ohio University. Colin is a Certified Financial Planner professional, and a Registered Investment Adviser. He specializes in providing holistic financial planning and investment advice to Chicagoland individuals and couples in their 30's and 40's.