Andrew Chan| CFP®, CIMA®
Locker Financial Services
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Our Other NAPFA Members
Framingham, MA 01701
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Andrew Chan is a Fee-Only Financial Planner serving clients from offices in Little Falls, NJ and Framingham, MA. Locker Financial Services specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Andrew Chan is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Andrew Chan has been a financial advisor for over 16 years. Prior to joining forces with Lauren Locker as a partner in Locker Financial Services, LLC in 2017, he spent 8 years as founder and principal at Integrative Financial Advisors, LLC, an independent, fee-only financial planning firm in Framingham, MA. Andrew's professional experience also includes work as a senior financial advisor and chief compliance officer at Family Financial Architects and Tofias Financial Advisors, and executive level positions in corporate and business development at several technology and media firms.
Andrew earned a B.S./B.A. in Finance and Management Information Systems from Boston University’s School of Management. He is an independent Certified Financial Planner™ practitioner, a Certified Investment Management Analyst℠ professional, and is a NAPFA-Registered Financial Advisor.
Andrew is active in several professional organizations including the National Association of Personal Financial Advisors (NAPFA), where he was the Northeast-Mid Atlantic Region President from 2014 – 2015 and Chair from 2015- 2016. He is also a member of the Investment Management Consultants Association (IMCA), and the Financial Planning Association (FPA) where he served on the Massachusetts FPA Chapter’s Career Development Committee.
Andrew co-authored the Managing Your Money blog on the Boston.com web site. Andrew has participated in Kiplinger's Personal Finance Magazine's Jump-Start Your Retirement event and has been quoted in the Boston Globe on various financial planning and investment topics.
In his spare time, Andrew spends time golfing, traveling with his family, and coaching youth lacrosse. Andrew has been involved with the Framingham Youth Lacrosse program for over 15 years.
WE SIMPLIFY THE COMPLICATED
Structuring your personal finances in a way that maximizes benefits and reduces risk can be an intimidating, confusing and time-consuming process. At Locker Financial Services, LLC, we pride ourselves on empowering you to take control of this critical area of your life by answering your questions in language that you can understand. Acting as your trusted advisor, we arm you with reliable, accessible and timely information that gives you the confidence to follow your own unique path toward financial sustainability and security.
Established in 1992 by Lauren Locker, CFP®, Locker Financial Services, LLC is a registered investment advisory firm that has been providing a full range of fee-only financial planning services to individuals, families and small businesses for more than 20 years.