Cory Chapman, Investment Adviser Representative

Cory Chapman, Investment Adviser Representative

Founder, Managing Partner, EFC Wealth Management

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.

Phone: 888.898.0837 | Email: info@efcwealthmanagement.com | Website: www.efcwealthmanagement.com

5 Things to Do Before You Retire
Five cacti in pots in a row. The fifth cactus is blooming.
retirement planning

5 Things to Do Before You Retire

Do you know what you want your retirement to look like? That’s the first thing you need to figure out when you’re nearing retirement.
May 11, 2022