• Success Story

Jacqueline Chan

I chose Cambridge as my broker-dealer because they're as fiercely committed to their independence as I am.

Jacqueline Chan Jacqueline Chan

I am independent. I am Jacqueline Chan.

My journey is, and always has been, defined by helping people. I formerly helped treat patients as a registered nurse, but now my focus revolves around helping guide people on the path to financial independence. I believe a sound financial plan can improve a person’s overall well-being. I am the next generation.

In my free time, I enjoy traveling, kayaking, running, reading, gluten free cooking, and spending time with my husband and our dog, Zoro. I also serve as the secretary of the Good Neighbours Toastmasters Club in Dumont, New Jersey.

Who we are:

AC Financial Advisory Group, LLC is a boutique financial services firm located in Danbury, Connecticut, within the New York metropolitan area. My father, Ambrose Chan, founded the firm in 1993 after deciding to merge his passion for financial planning and helping others into a new career. More than 20 years later, our mission remains the same – we seek to help individuals and families meet their personal goals through objective advice and custom-built strategies.

What we do: 

We provide financial management through all stages of our clients’ lives – as income, needs, and dreams change. We work closely with clients to develop plans that not only map the trail to their prospective goals, but we also translate those numbers into quality of life. Whether a client walks through our door seeking planning for their family’s financial future, looking towards retirement, or just interested in enhancing their current lifestyle – we have the experience to help them on their journey.

Why we do it:

What we find rewarding is being able to see how helping people make small changes or more informed financial decisions can make a difference in their lives.

Check the background of Cambridge and investment professional(s) on FINRA’s BrokerCheck.

Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.

Jacqueline Chan, CFP®, Partner – AC Financial Advisory Group, LLC. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. AC Financial Advisory, LLC and Cambridge are not affiliated.

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