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.