A complete list of active advisors currently associated with GoalFocus Financial, LLC

Warmer can help you find a great advisor at GoalFocus Financial, LLC or one who fits your needs even better.

GoalFocus Financial, LLC provides comprehensive financial planning, consulting, and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on retirement planning, investment planning, and protection/insurance planning and serves a small, primarily high‑net‑worth client base (about 14 clients with approximately $9.3 million in discretionary assets), with typical household assets above $100,000. For investment management, the firm primarily uses no‑load open‑end mutual funds and ETFs, occasionally employing individual stocks and bonds, and it structures tailored strategic asset allocations after detailed data collection and risk‑tolerance and time‑horizon assessments. Portfolio monitoring combines fundamental, technical, and charting analysis and may include tactical rebalancing; currently all clients are managed under discretionary authority. What is distinctive is the solo independent adviser model paired with a very small roster of largely high‑net‑worth clients, producing a higher average account size than is typical among independent peers. The firm also advises on employer‑sponsored retirement plan and variable life/annuity allocations and discloses affiliated insurance and brokerage activities (affiliate insurance activity is under 5% of time and no advisory affiliates currently act as registered representatives), a potential conflict of interest described in the brochure.

To learn more about the advisors currently working at GoalFocus Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Teresa Chan	Aventura, FL	18

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