Andrew Chan

Further information about Andrew Chan:

Andrew Chan is a principal and founder of Integrative Financial Advisors and has been a financial advisor and financial consultant for over 12 years. Prior to founding Integrative Financial, he worked at Family Financial Architects and Tofias Financial Advisors as a Senior Financial Advisor and served as the Chief Compliance Officer for both firms. Andrew's professional experience also includes 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 a licensed Certified Financial Planner (CFP(R)) practitioner, Certified Investment Management Analyst (CIMA), and is a NAPFA-Registered Financial Advisor. He remains active in several professional organizations including the National Association of Personal Financial Advisors (NAPFA), the Investment Management Consultants Association (IMCA), and the Financial Planning Association (FPA) where he has served on the Massachusetts FPA Chapter's Career Development Committee for the past 5 years.

Andrew currently co-authors the Managing Your Money blog on the Boston.com web site. Andrew 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.

Compensation and Fee Structures:

Fee-Only (no commissions, no referral fees). Clients pay by the hour, by a flat annual retainer or by assets under management.

Licenses, Certifications & Affiliations:

Certified Financial Planner (CFP)
Certified Investment Management Analyst (CIMA)
National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association (FPA)

Education:

Bachelors of Science, Finance and Management Information Systems, Boston University;

Executive Management Program, Wharton University (University of Pennsylvania)

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Further information about Integrative Financial Advisors LLC:

(Size of firm: 0-9 advisors)

Integrative 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.