Teresa Chan
Goalfocus Financial · Aventura, Florida
Teresa Chan is a fee-only financial advisor at Goalfocus Financial in Aventura, Florida, who holds the CFP credential. Goalfocus Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Goalfocus Financial |
|---|---|
| Based in | Aventura, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.3M across 14 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4707723 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Teresa's firm compares
- Goalfocus Financial's average account is about $665,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Teresa
Is Teresa Chan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Teresa holds no broker registration, and Goalfocus Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Teresa charge for financial advice?
Teresa's firm, Goalfocus Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Teresa Chan based?
Teresa Chan is based in Aventura, Florida.
What credentials does Teresa Chan hold?
Teresa Chan holds the CFP credential.
Is Teresa Chan registered with the SEC?
Yes. Teresa Chan is registered as an investment adviser representative in MA (CRD 4707723), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goalfocus Financial manage?
Goalfocus Financial reports $9.3M across 14 accounts in assets under management.
How do I contact Teresa Chan?
Contact details aren't on file yet. Search for Goalfocus Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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