Social Network

Email: Lauren@LockerFinancial.com | Phone: 973-256-2555
Email: Lauren@LockerFinancial.com | Phone: 973-256-2555

ANDREW CHAN

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 Kiplingers 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.

“I’m a firm believer that personal finances need to be managed holistically. Each piece of your plan must be integrated into the whole to best achieve your specific goals and objectives. My role in your planning process is to educate, advise, and counsel you so that you can make the best decisions from a fully-informed position.”