Financial advice from a qualified and experienced planner can make a significant and positive difference at every stage of life.
Colin Chase, CFP
Colin is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Adviser.
Experience: He started his career in the financial services industry seventeen years ago at Fidelity Investments. At Fidelity, he worked in various positions: service and trading representative, retirement investment specialist, investment representative, financial planning consultant, and Vice President Senior Account Executive. In 2010 he left Fidelity Investments and founded Mindful Money Financial Counsel.
Education: He received a MBA with a finance concentration from Xavier University and a bachelor's degree in Business Management from Ohio University.
Areas of financial planning and investment advice: assets, income, debt, expenses, retirement planning, education planning, goal and cash flow based planning, money and life planning, index fund investing, socially responsible investing, money flow, balance sheet, money wellness physicals
Personal: Colin grew up in Dayton, Ohio and Waldorf, Maryland. He moved to Chicago in 2003 and lives with his wife and two daughters. His hobbies include camping, gardening, bicycling, and soccer.