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Andrew Chan (BS, CFP®, CIMA®)

Andrew Chan focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Locker Financial is an independent, fee-only financial planning and investment advisory firm. We offer insightful, comprehensive advice and recommendations about all aspects of financial planning. To help you reach your goals and objectives, we will work with you to understand the complexities of your personal finances so that you can make informed decisions about your financial future.

We take an integrated approach to analyzing all facets of your financial situation. We have taken a fiduciary oath to always work with you in your best interests in pursuit of your and your family's goals. Our professionalism, objectivity and expert knowledge enable us to understand your needs and excel as your most trusted personal financial advisor.

Additional Information

Our advice and the fees we charge are not tied to the purchase or sale of any products or the implementation of any strategy or recommendations. We do not receive any commissions or referrals fees. We only receive compensation from you, our client.

Please visit our web site for more information about our firm at www.lockerfinancial.com.

NAPFA Start Date

November 17, 2006

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

117 Kendrick Street Suite 300 Needham, MA 02494 Phone: (508) 663-4878
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Other Offices

3 Claridge Dr Ste 2 Verona, NJ 07044-3121 Phone: (973) 256-2555 Fax: (973) 256-5328
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