Goalfocus Financial, LLC

Goalfocus Financial, LLC (CRD# 145727) is a financial advisory firm headquartered in Burlington, MA. They manage $7,650,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $382,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Goalfocus Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Teresa T. Chan
CRD#: 4707723
101 Middlesex Tpke, #6-328, Burlington, MA 01803
96
Wealthminder
score

Teresa Chan (CRD# 4707723) is an Investment Advisor Representative working at Goalfocus Financial, LLC in Burlington, MA and has over 13 years of experience in the finance industry. Teresa Chan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.