Cory Chapman, Investment Adviser Representative
With more than two decades in the financial services industry, Cory Chapman has built a company whose guiding philosophy has been “keep it simple.” The world of finance doesn’t have to be complicated, which is why he trains the financial professionals in his office to understand that it’s the adviser’s job to simplify the retirement planning process for clients.
Cory of EFC Wealth Management has previously passed his series 6, 7, 63, 65 and 24 securities licenses. He is still currently utilizing his Series 65 securities exam as a registered Investment Adviser Representative. He also holds his life and annuity insurance licenses as well as a real estate license in the state of California and has over 10 years of experience in the mortgage banking industry, with an extensive knowledge of estate planning and taxation.
Latest articles by Cory Chapman, Investment Adviser Representative
Getting Ready for Retirement? We Explain Key Elements and Options
Retirement savings are just one component of your financial profile once you hit your golden years.