Colin Chase, CFP® Mindful Money Financial Counsel, LLC

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About Colin Chase, CFP®

Colin 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.

Colin is an early riser, an Eagle Scout, and eager to lend a hand. He was born in Dayton, Ohio and lived in Waldorf, Maryland and Cincinnati, Ohio before moving to Chicago in 2003.

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Ideal Clients

  • Cash Flow/Budgeting
  • Gen X
  • Holistic Financial Planning
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Monthly Fee: $60+/mo
  • Quarterly Fee: $900+/qtr
  • Hourly Fee: $300+/hour

SEC Records

States Registered

  • Illinois

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