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.

NAPFA Start Date

March 11, 2016