Colin Chase, CFP®

I am deep listener with a passion for asking questions and learning about you and your financial goals and concerns. I like solving problems, creating holistic strategy, and providing you with clear action steps to empower and energize you, your life, and your money. 

About Colin: 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 loves planning family adventures in the wilderness. He was born in Dayton, Ohio and lived in Waldorf, Maryland and Cincinnati, Ohio before moving to Chicago in 2003. His three favorite radio stations are WBEZ 91.5, WXRT 93.1, and WFMT 98.7.

If you want to try to bump into Colin around town, here are some places you might find him: fly fishing or playing beach volleyball near Montrose Point Bird Sanctuary, playing soccer games before work at the Pitch, attending 6 am group Yoga and Bodypump classes at Chicago Athletic Clubs, and during the weeks leading up to St. Patrick’s day, racing around town with his family to watch his oldest daughter’s Trinity Irish dance performances. His favorite way to get to work is via his bicycle, but beware, he’s not always as mindful as you might think given the company name as he’s had two bike collisions into cars (in both case’s they were parked cars).

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