Andrew Chan
CFP®, CIMA®
Locker Financial Services
Financial Advisor
Andrew Chan
CFP®, CIMA®
Locker Financial Services
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Andrew Chan, CFP®, CIMA®
Fee Only Financial Planner Located in Framingham, MA and Little Falls, NJ and Serving Clients Nationwide
Andrew Chan is a Framingham, MA fee-only financial planner. Locker Financial Services provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andrew Chan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Andrew Chan has been a financial advisor for over 18 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 Analystâ„ 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) . As a member of the Financial Planning Association (FPA) 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 and Financial Advisor magazine on various financial planning and investment topics.
In his spare time, Andrew spends time playing golf and traveling with his family. Andrew also coached youth lacrosse with the Framingham Youth Lacrosse program for over 15 years.
Andrew Chan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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 28 years.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Andrew Chan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Andrew Chan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Andrew Chan is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Contact Andrew Chan
Office Locations:
-
550 Cochituate Road
Suite 25
Framingham, MA 01701 -
3 Claridge Drive
Suite 2
Verona, NJ 07044
