◈ Homepage — http://www.efcwealthmanagement.com/Skip to content INTRODUCE A FRIEND SPEAK WITH AN ADVISOR LET’S BUILD YOUR FINANCIAL BLUE PRINT Client Login Home What We Do Who We Are How We Help Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Unlock Your Code to Retirement™ Let us help you unlock your Code to Retirement™ using five essential elements: investments, income planning, tax planning, healthcare, and legacy planning. When applied in the right order, these five elements can help form the combination needed to unlock your Code to Retirement™. Unlock Your Code Now Explore the Five Elements Watch the Code to Retirement™ Mission The Five Elements of Code to Retirement™ A clear framework designed to help simplify retirement planning and bring structure to your decisions. Investments Build the foundation and structure for long-term growth. Income Planning Help create predictable retirement income strategies. Tax Planning Explore strategies designed to reduce tax exposure over time. Healthcare Prepare for Medicare, long-term care, and unexpected costs. Legacy Planning Help align your plan with your estate and family goals. SCHEDULE YOUR BLUEPRINT SESSION PROACTIVE TAX PLANNING TO HELP Protect Your Retirement Income Tax planning for retirement is harder than you think — specially when you can’t predict future tax rates and laws. When you work with us, we’ll show you strategies for managing taxes in your investments, health care and estate. GET YOUR TAX PLAN Design Your Sound Fiscal House During our Sound Fiscal House process, we will create your financial blueprint to make sure that your fiscal house can help you weather any retirement storm and deliver the retirement you’ve dreamed of. THE SOUND FISCAL HOUSE PROCESS 01 Meet the Architect Our Process begins with clarifying your goals. What does retirement look like for you? 02 Reveal the Cracks Our Financial Architects stress test your current fiscal house to reveal cracks that may hinder you from achieving your retirement goals. 03 Fund Construction At this stage, we move assets under our management and begin the sound fiscal house building process. 04 Move-in Day Time to pick up the keys! In this visit, we equip you with a detailed financial blueprint that includes your custom income plan, your tax strategy plan, a detailed risk analysis, your estate planning process and your client review schedule. LET’S BUILD YOUR FINANCIAL BLUEPRINT GET TO KNOW OUR Chief Financial Architect EFC WEALTH MANAGEMENT FOUNDER AND MANAGING PARTNER IN THE MEDIA MEET CORY Engage with EFC Socially CONTACT US +1 (310) 645 0001 +1 (888) 898 0837 [email protected] LOCATION 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 NOW HIRING! JOIN THE EFC ELITE TEAM Copyright © 2026. EFC Wealth Management Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. ◈ Interior Pages — 20 pages crawledGet to Know EFC’s Chief Financial Architect Cory Chapman - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Get to Know EFC’s Chief Financial Architect Cory Chapman EFC Wealth Management Founder and Managing Partner As Featured In Don’t wish it was easier wish you were better. Don’t wish for less problems wish for more skills. Don’t wish for less challenge wish for more wisdom. ~ Jim Rohn Cory J Chapman has established himself as a financial expert and entrepreneur, notably through his founding and leadership of EFC Wealth Management firm. His extensive twenty-five-year tenure in the financial services sector is characterized by educational contributions, such as authoring books and conducting seminars, which reflect his deep-seated knowledge and expertise. Chapman’s comprehensive background spans several domains, including mortgage, real estate, estate planning, and taxation, providing a solid foundation for his advisory role. His educational endeavors, such as writing on financial planning and personal development and engaging in various media engagements, underscore his commitment to financial education. Chapman’s insights, drawn from a robust career, offer valuable perspectives to those seeking financial guidance. Cory J Chapman, with his two-decade journey in the financial services industry, has founded a company rooted in the principle of simplicity. His core belief is that navigating the financial world need not be complex. This ethos is reflected in his approach to financial planning, where he emphasizes the importance of simplifying the process for clients. Chapman actively instructs his team to focus on demystifying finance for their clients, ensuring they not only have clear financial goals but also a comprehensive understanding of the strategies recommended to achieve these objectives. His leadership and guidance are aimed at making financial decision-making accessible and understandable for everyone. Cory is more than a financial advisor; he is a wealth coach. Not only does he provide clients with financial help, such as saving and planning for retirement, but he also shows them how to build financial confidence in their lives, now and in the future. Cory has recently featured on ABC and FOX networks, the reality show “The Decision House,” and much more. In addition to his books, Cory has been featured in numerous financial articles and magazines. What Cory Loves Family Time Family always comes first. Every choice I make is always in service to the foundation that Delilah and I have built for ourselves and our children. We have put the time in to understand each family member’s love language so that each person feels heard and seen. I know that I’m fulfilling my role when my family understands that they are always my priority above all else. I truly believe you should learn to enjoy every precious moment you have with your family for tomorrow is not promised. Personal Development What lies behind us and what lies before us are tiny matters compared to what lies within us. ~ Emerson We can only truly become who we are when we first understand where we’re at. In recreating ourselves, the only way to become a new you is through personal development. We must cast aside all the old, which has brought us to where we are, and embrace the new so that we can become a better version of ourselves. Inspiring Others There is no greater feeling than inspiring people to make changes in their lives. Of all that I do, I love speaking the most. One of the best feelings in the world is to have a student you’ve inspired come back to you to share their wins. Perhaps you haven’t seen that person in a few years and they share that something you mentioned years ago became a turning point for them. Giving Back If you help enough people get what they want, you will get what you want. ~ Zig Ziglar It’s easy to write a check when it comes to giving back. It requires no time, no thought, no real commitment. But the feeling that comes when you get your hands dirty, when you show up to make a difference, really truly helps you connect with the world. CONTACT US! Give us a call today at 1 (888) 898 0837 or fill out the form. " * " indicates required fields Facebook This field is for validation purposes and should be left unchanged. Full Name * Phone * Email * Message Check Terms I consent to receive SMS from EFC Wealth Management. The message frequency will vary and message and data rates may apply. Text HELP for help. Text STOP to cancel. Visit for Privacy Policy and Terms of Service . CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. Scroll to Top Close this module Please Fill in the information to download your FREE RESOURCE " * " indicates required fields LinkedIn This field is for validation purposes and should be left unchanged. Name * First Last Email Phone Effect Change - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Change Effect Welcome to our Friends of the Family Program As Featured In Want your loved ones to experience the kind of financial confidence you’ve found from working with us on a well-thought-out financial strategy? Well, now you can. We cherish the relationships we’ve made with you and your loved ones over the years. We are all about family here at EFC Wealth Management and we want to officially welcome you to ours. Year after year, our business continues to grow and it’s because of the wonderful introductions people like you have sent our way. We are excited to introduce to you our Friends of the Family program and all the exciting things that come with it! Who do I introduce? (Hint, someone just like you!) Retiree A retiree or someone planning to retire soon Life Event Experiencing a life event (recently came into inheritance, loss of spouse, change of jobs, etc.) Second Opinion Someone wanting a second opinion. Perks Connections for a Cause Nothing makes us happier than having a positive impact on our community. That’s why every time one of your referrals meets with an advisor on our team for an initial consultation, EFC Wealth Management will donate in your honor to one of our chosen charities of the year. Folds of Honor St. Jude’s Children’s Research Hospital MBK ALLIANCE Wounded Warrior Project NAACP You’ll also be a part of our annual EFC Wealth Group soiree, where you’ll be our guest of honor and be inducted into the Ambassador Program for the year. EFC Wealth Management is proud to support the following organizations How do I introduce? (It’s easier than you think!) 1. Events We host monthly socials and annual entertainment events. 2. Virtual Introductions Make a virtual introduction via email and we’ll take it from there. 3. Bon Appetite Call us to plan a private lunch or dinner. We think of you as part of our family and would love to welcome those you care about to join our family firm. Qualification is simple! Invite a friend or couple to schedule a visit with us. If they attend their complimentary discovery meeting, you’re now a part of our referral program. It’s that simple! For every year you make at least 1 referral, you’ll continue to be a member of the Ambassador Program. We aren’t asking for a guarantee or for you to “sell” our services. We are simply asking for an introduction. It’s time to introduce! To share your introduction, please send your introduction’s contact info to [email protected] , or make a “virtual introduction” by filling out this form: Name (Required) First Last Your Email (Required) Your Phone (Required) Friend's Name (Required) First Last Friend's Email (Required) Friend's Phone (Required) For your generous introduction, we'd like to donate on your behalf to one of these deserving charities. Please click the one that you'd like us to donate to on your behalf. List of organizations List of organizations Folds of Honor MBK NAACP St. Jude Children's Research Hospital Wounded Warrior Project What would you like to say? CAPTCHA CONTACT US! Give us a call today at 1 (888) 898 0837 or fill out the form. " * " indicates required fields Facebook This field is for validation purposes and should be left unchanged. Full Name * Phone * Email * Message Check Terms I consent to receive SMS from EFC Wealth Management. The message frequency will vary and message and data rates may apply. Text HELP for help. Text STOP to cancel. Visit for Privacy Policy and Terms of Service . CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. Scroll to Top Close this module Please Fill in the information to download your FREE RESOURCE " * " indicates required fields Instagram This field is for validation purposes and should be left unchanged. Name * First Last Email Phone Elite Team - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Elite Team WHAT IF… you could help change lives by empowering others to achieve financial success? Join our driven, elite team and make a difference every day. View opportunities to join The EFC Wealth Elite Team As Featured In How We Make a Difference Excellence in Action, Together as One Exceptional Team Our Work is Our Art We believe in being, giving, and doing our best. We commit to providing an elite experience for our clients in each interaction. We are looking for other elite players who can bring value to our team. Our Work is Our Passion We bring boundless enthusiasm to every task, every project, every endeavor. The way we show up is a testament to our commitment. Our Work is Our Purpose Serving others at the highest level is our reason for being. What we do for our clients is a reflection of our commitment to making a difference. Hello and Welcome! Thank you for your interest in helping us make a DIFFERENCE! Our hiring process is unique just like our work ethic. Our hiring process is designed to weed out those who won’t be a good culture fit for EFC Wealth. Our eight core values are non-negotiable. We’re looking for people who are growth-minded, accountable, full of integrity, success-driven, loyal, know how to be a team player, and are servant-driven. As an Elite Team, we live into those values every day and we expect everyone who joins our firm to pick up that same focus. To stand out from the pack, your resume and video should showcase specific examples of how you’ve lived our values. This isn’t just an application—it’s your chance to shine and show us what makes you exceptional. Think you might be a good fit for EFC? The first step to becoming a part of our elite team of financial professionals is to create a video explaining how and why you believe you’ll be a good fit for our team. Make sure you include your resume too. Competitive compensation with performance-based bonuses and limitless growth potential. Submit your video Ready to Get Started? Feeling like you can run with an Elite Team like ours? Click the button to submit your information and get started. Apply Now Opportunities Become a leader. Introduce yourself today! Client Liaison Specialist Senior Wealth Advisor Financial Assistant Wealth Advisor Wealth Manager Scheduler Opportunities Become a leader. Introduce yourself today! Client Acquisition Coordinator Client Acquisition Coordinator × One of EFC’s main marketing initiatives is hosting monthly events for our community members to learn more about financial topics and strategies. This position is responsible for coordinating and attracting new prospects to virtual or in-person events which will ultimately lead to a client relationship. Apply Now Social Media / Digital Marketer Social Media / Digital Marketer × Are you social media savvy? We’re looking for a talented digital marketer to join our team and build our online brand through Facebook, LinkedIn, YouTube, Instagram, and Google. This person would be responsible for all media post, blog post, maintaining YouTube channel updates end podcast. the person is positioned will market to all new prospective clients an existing client. Apply Now Client Liaison Specialist Client Liaison Specialist × This person is the backbone of our firm you are the first voice and sometimes the first person that are new perspective clients see on a day-to-day basis. This this role is responsible for day- to-day operations involving client services. If you enjoy working with people and have a positive can-do attitude this may be the position for you. Apply Now Senior Wealth Advisor Senior Wealth Advisor × Our operations team is always looking to add dedicated team members. This position helps with processing and coordinating all new account applications and transitioning new client assets to our firm. This role requires a person detailed oriented and enjoy dealing with paperwork. Apply Now Financial Assistant Financial Assistant × Our account services team is always looking to add dedicated team members. This position helps with processing and coordinating client service requests and holding client service and financial review appointments with existing clients. Apply Now Wealth Advisor Wealth Advisor × As one of the main roles in our office, our wealth advisors must adhere to our firm’s principles and philosophies. Trust an integrity in meeting with clients and giving honest financial advice is the cornerstone of our firm’s existence. Our financial advisors are strictly held to the fiduciary standard while working with all existing and new clients and helping grow our business. Apply Now Wealth Manager Wealth Manager × Financial Planner’s office is looking for an organized and motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be detail and service oriented, able to prioritize and manage multiple projects, and work in a sometimes demanding environment. Apply Now Scheduler Scheduler × Financial Planner’s office is looking for an organized and self-motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be comfortable making sales calls and able to quickly form a rapport with potential clients over the phone. Apply Now Part Time Paraplanner Part Time Paraplanner × Financial Planner’s office is looking for an organized and motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be detail and service oriented, able to prioritize and manage multiple projects, and work in a sometimes demanding environment. Apply Now Interested in joining our team? Fill out the form below! Name (Required) First Name Last Name Email (Required) Phone (Required) Tell us which position you are interested in: Upload your resume (PDF or Word Document) Please CLICK HERE to submit your resume. CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create r EFC Wealth Sound Fiscal House Retirement Strategy - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag EFC Wealth Sound Fiscal House Retirement Strategy Creating your Sound Fiscal House to help you achieve the retirement you and your family deserve. Build Your Financial Blueprint As Featured In EFC Wealth Sound Fiscal House Retirement Strategy EFC Wealth Sound Fiscal House Strategy involves a systematic approach starting with the alignment of your emotional and financial goals, which we help identify during our thorough Meeting of the Minds Discovery Meeting. While tailored investment management is a possible strategy tool used to provide income throughout the retirement years. Understanding the emotion involved in investing or retiring from a company after 30 years will play a significant role in your decisions. Our hands-on approach to Wealth Management includes initial and ongoing strategic planning and the assessment of risk level while identifying products and strategies that can generate income for retirement. Design and Implement Your Sound Fiscal House Like any great building, we start with a solid foundation and an efficient, well-crafted blueprint. Having a solid wealth management plan streamlines and provides structure to your financial decision-making process. Your plan defines the pathway through which we will work with you to help you pursue financial goals. This plan is created in the true sense of partnership, us with the experience to help guide your investment decisions and you with the emotional input to help co-create a strategy that helps you instill confidence in your retirement plan. Our planning process uses the metaphor of create a Sound Fiscal House that will weather any storm. Build Your Financial Blueprint We take pride in building your custom Sound Fiscal House Our planning process consists of FOUR steps. Everyone deserves a sound fiscal house to help them achieve their retirement goals. Let our financial architects help you build yours. Stage 01 Meet the Architect Our Process begins with clarifying your goals. What does retirement look like for you? Stage 02 Reveal the Cracks Our Financial Architects stress test your current fiscal house to reveal cracks that may hinder you from achieving your retirement goals. Stage 03 Fund Construction At this stage, we move assets under our management and begin the sound fiscal house building process. Stage 04 Move-In Day Time to pick up the keys! In this visit, we equip you with a detailed financial blueprint that includes your custom income plan, your tax strategy plan, a detailed risk analysis, your estate planning process and your client review schedule. We are aware that as life changes, money changes; also as money changes, life changes. As part of our wealth management process, we speak with or meet with you regularly to understand any changes in your life that might affect your financial health or modify your original goals. Sometimes that means planning to help a new grandchild, an aging parent, or even just deciding whether the money is there to take the whole family on an extended vacation. When it comes to your financial well-being, we work with you to stay abreast of the ups and downs of your financial position, your personal life and your portfolio, and make suggestions for adjustments through periodic updates and quarterly reviews. Welcome to the family. Build Your Financial Blueprint RETIREMENT PLANNING MADE SIMPLE Our process is designed to help you design and implement your sound fiscal house RETIREMENT PLANNING MADE SIMPLE Build Your Financial Blueprint CONTACT US! Give us a call today at 1 (888) 898 0837 or fill out the form. " * " indicates required fields LinkedIn This field is for validation purposes and should be left unchanged. Full Name * Phone * Email * Message Check Terms I consent to receive SMS from EFC Wealth Management. The message frequency will vary and message and data rates may apply. Text HELP for help. Text STOP to cancel. Visit for Privacy Policy and Terms of Service . CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. Scroll to Top Close this module Please Fill in the information to download your FREE RESOURCE " * " indicates required fields Comments This field is for validation purposes and should be left unchanged. Name * First Last Email Phone Client Business Continuity Plan - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Client Business Continuity Plan As Featured In Disaster Recovery and Business Continuity Plan Client Disclosure Notice EFC Wealth Management Firm (EFCW) has developed a Disaster Recovery and Business Continuity Plan to respond to events that may occur and significantly disrupt our business. Since the timing and impact of disasters and disruptions are unpredictable, we will remain flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our Plan. Contacting Us – If you cannot contact us after a significant business disruption as you usually do at (310) 645-0001 you should call our alternative number (888) 898-0837. Our Plan – We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records. In short, our disaster recovery and business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption. Our Plan addresses: Cyber-attacks, data backup and recovery; all mission critical systems; financial and operational assessments; alternative communications with clients, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting, when necessary; training of all EFCW employees, testing our Plan on an annual basis, at a minimum, and assuring our contacts have prompt communications with EFCW personnel. While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, we have been advised by our clearing firm that its objective is to restore its own operations within the same business day. Varying Disruptions – Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only our firm or a building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within 1-2 hours. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and recover and resume business within the same business day. In either situation, we plan to continue in business. For more information – If you have questions about our disaster recovery and business continuity planning, or would like to view a complete copy, you can contact us at (310) 645-0001, or email Delilah Chapman at [email protected] . Click here to download our Client Business Continuity Plan CONTACT US! Give us a call today at 1 (888) 898 0837 or fill out the form. " * " indicates required fields Comments This field is for validation purposes and should be left unchanged. Full Name * Phone * Email * Message Check Terms I consent to receive SMS from EFC Wealth Management. The message frequency will vary and message and data rates may apply. Text HELP for help. Text STOP to cancel. Visit for Privacy Policy and Terms of Service . CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. Scroll to Top Close this module Please Fill in the information to download your FREE RESOURCE " * " indicates required fields Facebook This field is for validation purposes and should be left unchanged. Name * First Last Email Phone Elite Team - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Elite Team WHAT IF… you could help change lives by empowering others to achieve financial success? Join our driven, elite team and make a difference every day. View opportunities to join The EFC Wealth Elite Team As Featured In How We Make a Difference Excellence in Action, Together as One Exceptional Team Our Work is Our Art We believe in being, giving, and doing our best. We commit to providing an elite experience for our clients in each interaction. We are looking for other elite players who can bring value to our team. Our Work is Our Passion We bring boundless enthusiasm to every task, every project, every endeavor. The way we show up is a testament to our commitment. Our Work is Our Purpose Serving others at the highest level is our reason for being. What we do for our clients is a reflection of our commitment to making a difference. Hello and Welcome! Thank you for your interest in helping us make a DIFFERENCE! Our hiring process is unique just like our work ethic. Our hiring process is designed to weed out those who won’t be a good culture fit for EFC Wealth. Our eight core values are non-negotiable. We’re looking for people who are growth-minded, accountable, full of integrity, success-driven, loyal, know how to be a team player, and are servant-driven. As an Elite Team, we live into those values every day and we expect everyone who joins our firm to pick up that same focus. To stand out from the pack, your resume and video should showcase specific examples of how you’ve lived our values. This isn’t just an application—it’s your chance to shine and show us what makes you exceptional. Think you might be a good fit for EFC? The first step to becoming a part of our elite team of financial professionals is to create a video explaining how and why you believe you’ll be a good fit for our team. Make sure you include your resume too. Competitive compensation with performance-based bonuses and limitless growth potential. Submit your video Ready to Get Started? Feeling like you can run with an Elite Team like ours? Click the button to submit your information and get started. Apply Now Opportunities Become a leader. Introduce yourself today! Client Liaison Specialist Senior Wealth Advisor Financial Assistant Wealth Advisor Wealth Manager Scheduler Opportunities Become a leader. Introduce yourself today! Client Acquisition Coordinator Client Acquisition Coordinator × One of EFC’s main marketing initiatives is hosting monthly events for our community members to learn more about financial topics and strategies. This position is responsible for coordinating and attracting new prospects to virtual or in-person events which will ultimately lead to a client relationship. Apply Now Social Media / Digital Marketer Social Media / Digital Marketer × Are you social media savvy? We’re looking for a talented digital marketer to join our team and build our online brand through Facebook, LinkedIn, YouTube, Instagram, and Google. This person would be responsible for all media post, blog post, maintaining YouTube channel updates end podcast. the person is positioned will market to all new prospective clients an existing client. Apply Now Client Liaison Specialist Client Liaison Specialist × This person is the backbone of our firm you are the first voice and sometimes the first person that are new perspective clients see on a day-to-day basis. This this role is responsible for day- to-day operations involving client services. If you enjoy working with people and have a positive can-do attitude this may be the position for you. Apply Now Senior Wealth Advisor Senior Wealth Advisor × Our operations team is always looking to add dedicated team members. This position helps with processing and coordinating all new account applications and transitioning new client assets to our firm. This role requires a person detailed oriented and enjoy dealing with paperwork. Apply Now Financial Assistant Financial Assistant × Our account services team is always looking to add dedicated team members. This position helps with processing and coordinating client service requests and holding client service and financial review appointments with existing clients. Apply Now Wealth Advisor Wealth Advisor × As one of the main roles in our office, our wealth advisors must adhere to our firm’s principles and philosophies. Trust an integrity in meeting with clients and giving honest financial advice is the cornerstone of our firm’s existence. Our financial advisors are strictly held to the fiduciary standard while working with all existing and new clients and helping grow our business. Apply Now Wealth Manager Wealth Manager × Financial Planner’s office is looking for an organized and motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be detail and service oriented, able to prioritize and manage multiple projects, and work in a sometimes demanding environment. Apply Now Scheduler Scheduler × Financial Planner’s office is looking for an organized and self-motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be comfortable making sales calls and able to quickly form a rapport with potential clients over the phone. Apply Now Part Time Paraplanner Part Time Paraplanner × Financial Planner’s office is looking for an organized and motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be detail and service oriented, able to prioritize and manage multiple projects, and work in a sometimes demanding environment. Apply Now Interested in joining our team? Fill out the form below! Name (Required) First Name Last Name Email (Required) Phone (Required) Tell us which position you are interested in: Upload your resume (PDF or Word Document) Please CLICK HERE to submit your resume. CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create r Who We Are - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Who We Are We believe that retirement is not a luxury but a necessity and everyone deserves to live their ideal lifestyle. Through proper planning, we can help you get there. As Featured In Our Story Welcome to EFC Wealth Management, where your financial stability for tomorrow starts today. Our philosophy is woven into the fabric of our services—we are here to guide pre-retirees and retirees as they navigate the complexities of the financial world. Specializing in income planning, risk management, and tax planning, we aim to provide a service that transcends the traditional transactional nature of finance. At the heart of our firm is Cory Chapman, our founder, whose extensive 25-year journey through mortgage lending, real estate, estate planning, insurance services, and investment management has cultivated a distinctive approach to financial advisement. His ‘Sound Fiscal House’ process is a testament to his belief in a holistic plan, one that harmonizes all aspects of financial well-being. EFC Wealth Management was born from a vision shared by Cory and his wife to serve the hardworking individuals who have diligently saved for their golden years and are now in pursuit of a trustworthy partnership for their retirement planning. We pride ourselves on not being your average large institutional investment firm; we’re a boutique firm where personal relationships and client education form the cornerstone of our practice. We invest in relationships, ensuring that our clients feel heard, understood, and above all, educated about the decisions that shape their future. We take pride in explaining the ‘why’ behind your retirement plan, ensuring that when you embark on this new chapter, you do so with confidence and clarity. In the world of finance, one-size-fits-all solutions do not exist. Each dream, goal, and aspiration is as individual as you are, and helping you realize them is not just our job—it’s our commitment to you. At EFC Wealth Management, we don’t just plan; we partner with you to weave the financial future you’ve envisioned. CONTACT US! Give us a call today at 1 (888) 898 0837 or fill out the form. " * " indicates required fields Phone This field is for validation purposes and should be left unchanged. Full Name * Phone * Email * Message Check Terms I consent to receive SMS from EFC Wealth Management. The message frequency will vary and message and data rates may apply. Text HELP for help. Text STOP to cancel. Visit for Privacy Policy and Terms of Service . CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. Scroll to Top Close this module Please Fill in the information to download your FREE RESOURCE " * " indicates required fields URL This field is for validation purposes and should be left unchanged. Name * First Last Email Phone Events - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag As Featured In Events As Featured In Code 2 Retirement Dinner Seminar - Paul Martin's American Grill 26th May 2026     6:30 pm - 8:00 pm Paul Martin's American Grill Code to Retirement Navigate the complexities of retirement expenses with savvy tax planning at our upcoming Code 2 Retirement session. Discover the tactics employed by the ultra-wealthy to [...] More Info Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. Scroll to Top Close this module Please Fill in the information to download your FREE RESOURCE " * " indicates required fields Name This field is for validation purposes and should be left unchanged. Name * First Last Email Phone EFC Wealth Preservation - What We Do Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag What We Do At EFC Wealth, we help you answer the question of where your income will come from once you retire and help you effectively respond to the uncertainty of investment market risk. As Featured In We Offer Services In These Three Areas Grow Assets Prepare for retirement by putting your hard-earned assets to work. How? Retirement Income Strategies Wealth Management Annuities Investments IRA/401(k) Rollovers Wealth Preservation Help protect the assets that can help you live the retirement you’ve always imagined. How? Asset Protection Strategies Life Insurance Tax-Efficient Strategies Long-Term Care Strategies Create Legacy Structure generational wealth to continue your family legacy. How? IRA Legacy Planning Estate Planning Beneficiary Transfer We can also refer you to professionals who provide the following services: Trusts Real Estate Charitable Giving Estate Planing Tax Planning Emphasizing the significance of mental preparation for retirement, Cory Chapman has championed the cause of personal development for over two decades. It’s a shift in perspective that can profoundly influence the outcome of your retirement years. While the common belief is that a bountiful asset portfolio guarantees a successful retirement, there’s more to it. It’s not just about what you’re retiring from, but what you’re retiring to. This forward-looking approach can greatly enhance your readiness for the extended journey of retirement. Envisioning your life post-career is a crucial step in adapting to the upcoming changes and embracing your new lifestyle. READY TO TAKE THE NEXT STEP? For more information about any of the products and services that we offer please Contact Here or Feel Free to Call Us Meet The Architect CONTACT US! Give us a call today at 1 (888) 898 0837 or fill out the form. " * " indicates required fields Comments This field is for validation purposes and should be left unchanged. Full Name * Phone * Email * Message Check Terms I consent to receive SMS from EFC Wealth Management. The message frequency will vary and message and data rates may apply. Text HELP for help. Text STOP to cancel. Visit for Privacy Policy and Terms of Service . CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. Scroll to Top Close this module Please Fill in the information to download your FREE RESOURCE " * " indicates required fields X/Twitter This field is for validation purposes and should be left unchanged. Name * First Last Email Phone Meet the EFC Team - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Meet the EFC Team Our simple question we asked our team is “How Many Lives have you helped today”. The team behind EFC Wealth Management is inspired to make a difference in our clients lives. As Featured In Founder Founder Cory Chapman maintain the day-to-day decision to help the EFC family of businesses continued success. Our family style boutique firm has helped hundreds of clients looking for that personal touch when it comes to the development of a sound retirement plan. Cory Chapman Founder/ Sr. Wealth Advisor, Life Licensed – Series 65 – RE Licensed Learn More About Cory Chapman Financial Architects A licensed Fiduciary Advisors establish client meetings with the New Business and Client Services teams in order to conduct portfolio construction, analysis and strategy. The EFC Elite Team At EFC Wealth Management, our clients are at the heart of everything we do, and our team is the foundation of the trust and success we deliver. Each member of the EFC Elite Team brings unique expertise and dedication, working seamlessly together to provide exceptional service and help ensure your financial journey is a success. Director of Operations The engine behind our daily operations, this leader ensures our firm operates with precision and care. From overseeing human resources and securing optimal coverages to executing memorable events, they are the trusted steward of our firm’s efficiency and reliability. Executive Coordinator to the Founder A trusted partner to our founder, this role ensures seamless coordination of calendars, projects, and initiatives. By supporting our founder’s focus on managing the firm and serving clients, they help amplify our commitment to client success. Wealth Advisors Our Wealth Advisors are the visionaries who craft tailored financial plans to meet your unique needs and aspirations. They bring deep expertise, guiding you toward achieving your financial goals with precision and care. Wealth Managers Supporting the strategic efforts of our Wealth Advisors, Wealth Managers focus on fostering strong client relationships and implementing personalized financial strategies. They are the bridge that turns ideas into action and ensures your plans are executed with excellence. Client Liaison and Client Service Specialists As the welcoming faces of EFC, these professionals are dedicated to creating an elite client experience. From addressing day-to-day service requests to ensuring every interaction leaves you feeling supported, they are committed to making your journey with us exceptional. Together, the EFC Elite Team embodies trust, collaboration, and a shared dedication to your financial success. When you partner with us, you gain not just a service provider but a team committed to empowering your financial future. Read More Delilah Chapman Director of Client Service, Life Licensed Delilah Chapman Director of Client Service, Life Licensed Delilah is an integral part of the EFC Wealth Group family. She maintains the overall operations and client services for EFC WEALTH MANAGEMENT, EFC WEALTH GROUP, AND EFC INSURANCE AGENCY divisions. This is no simple task maintaining the day-to-day complexity of these three divisions. Her love for helping people and servant driven allows her to play an active role in making sure that each client is truly valued and has an “Elite Experience.” She is committed to building long-lasting, mutually beneficial relationships with our clients. Delilah encourages the team to provide outstanding service and sincere dedication to the success of our clients. She also oversees the day-to-day activity of our operations team while maintaining an active role in building and maintaining the systems, processes, and keeping our team on track. She has a Bachelor of Arts Degree in Liberal Studies, along with a CA Teaching Credential. She has also obtained her California Life Insurance Licenses and has over 15 years of experience in the training and development of individuals and teams. She is an accomplished speaker and Personal Development Coach. Delilah is the backbone of this firm. Together with her husband of 24 years, they have created a positive work environment that is both rewarding and fun for their employees. Sydnie Mills Director of Operations/marketing Sydnie Mills Director of Operations/marketing As the Director of Operations and Marketing at EFC, Sydnie Mills leverages a rich background in strategic marketing and operational management to enhance client engagement and drive organizational excellence. With a solid foundation in account management and editorial leadership, Sydnie excels in developing innovative strategies that amplify growth and elevate our brand’s presence. Sydnie’s visionary leadership and creative problem-solving skills are pivotal in aligning our marketing and operational strategies with our core mission of delivering exceptional financial planning solutions. Her ability to translate keen market insights into impactful campaigns ensures that our communications resonate effectively with clients, supporting them in achieving their financial objectives through dynamic and engaging interactions. As a Los Angeles native, Sydnie earned her Bachelor of Arts degree from California State University, Northridge, where she cultivated her passion for story-telling and creating elite customer experiences. Her dedication to excellence drives her efforts in providing unparalleled service and forging strong client relationships. Outside of her professional role, Sydnie enjoys indulging in her hobbies, including golfing, baking, and spending quality time with her family. Her commitment to crafting superior client experiences and her enthusiasm for continuous improvement are central to her contributions at EFC. Peeyush Gupta Director of Digital Marketing Peeyush Gupta Director of Digital Marketing Jessica Hilton Client Service Specialist Jessica Hilton Client Service Specialist Jessica is a Client Services Specialist at EFC Wealth Management and serves as a warm, welcoming presence for both clients and team members. With a background in hospitality, she is passionate about creating thoughtful, seamless experiences that help clients feel comfortable, supported, and truly cared for. She earned her Associate’s Degree in Psychology from Santa Monica College, which strengthens her ability to communicate with empathy, clarity, and intention. Jessica approaches every interaction with a client-first mindset, ensuring that each touchpoint—whether big or small—reflects EFC’s commitment to service excellence. Jessica is dedicated to ensuring every client feels seen, heard, and valued. She believes exceptional service is built on consistency, attention to detail, and genuine care—principles that guide her work and align closely with EFC Wealth Management’s client-first philosophy. Outside of the office, Jessica enjoys sharing her Belizean heritage through cooking, expressing her creativity through crocheting, and spending quality time with her family. Her warmth, professionalism, and dedication to creating meaningful experiences make her an integral part of the EFC team. Barack Little Wealth Advisor Barack Little Wealth Advisor Efc Wealth Management - Signup Signup Already Registered? Sign In © Copyright 2020. EFC Wealth Management Firm Terms and Conditions - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Terms and Conditions As Featured In Terms and Conditions 1. Acceptance of Terms By accessing or using the EFC Wealth Management Firm website (“the Website”), you agree to comply with and be bound by these Terms and Conditions. If you do not agree, please do not use the Website. 2. Modifications to Terms EFC Wealth Management Firm (“EFC”) reserves the right to modify these Terms and Conditions at any time. Updates will be effective upon posting to the Website. Your continued use of the Website constitutes your acceptance of any revised terms. 3. Use of the Website The Website is intended for informational purposes only and does not constitute financial, investment, tax, or legal advice. You agree to use the Website for lawful purposes and not for any activity that could harm EFC, its clients, or its users. Unauthorized access, data mining, or interference with the Website’s functionality is strictly prohibited. 4. No Client Relationship Your use of the Website or communication through it does not establish a client relationship with EFC. Becoming a client requires formal engagement through executed agreements. 5. Intellectual Property All content on the Website, including text, logos, images, and designs, is the property of EFC Wealth Management Firm unless otherwise noted. Reproduction, distribution, or unauthorized use of Website content without written permission from EFC is prohibited. 6. Third-Party Links The Website may include links to third-party websites for your convenience. EFC is not responsible for the content, accuracy, or privacy practices of these external sites. 7. SMS Communication Policy At EFC Wealth Management, we value clear and transparent communication with our clients and users who choose to receive text messages from us. By consenting to receive SMS messages, you agree to receive relevant updates related to our services. 1. Types of SMS Communications By opting into our SMS service, you may receive the following types of messages based on your relationship with us: Appointment Updates: Notifications related to your appointments, including confirmations and status updates. o Example: “Your appointment is confirmed for [date] at [time].” Event Reminders: Updates on upcoming events or services you have signed up for or shown interest in. o Example: “Reminder: You are confirmed for the event on [date] at [time].” 2. Standard Messaging Disclosures By consenting to receive text messages from EFC Wealth Management, you agree to the following: Message and Data Rates: Message and data rates may apply depending on your mobile carrier and plan. Please check with your service provider for details. Opt-Out Instructions: You can opt-out at any time by replying with the word “STOP” to any message. Once you opt out, you will no longer receive further SMS messages unless required for customer service or legal purposes. For Assistance: Reply with “HELP” to any message for assistance or contact us at [email protected] . 3. Consent to Receive SMS Communications By opting in, you consent to receive SMS messages from EFC Wealth Management. You can withdraw your consent at any time by following the opt-out process outlined above. 4. Changes to SMS Communication EFC Wealth Management reserves the right to modify the types or frequency of SMS communications. Significant changes will be communicated via text or email. 5. Contact Information For questions regarding our SMS service, message types, or communication preferences: EFC Wealth Management [email protected] www.efcwealthmanagement.com 8. Limitation of Liability EFC does not guarantee that the Website or SMS services will be error-free, uninterrupted, or free of harmful components. EFC is not liable for any direct, indirect, incidental, or consequential damages arising from the use of the Website or SMS services. 9. Disclaimer of Warranties The information provided on the Website and via SMS is offered “as is” without warranties of any kind, express or implied. EFC does not guarantee the accuracy, completeness, or timeliness of the information presented. 10. Privacy Policy Your use of the Website and SMS services is also governed by EFC’s [Privacy Policy], which outlines how we collect, use, and protect your personal information. 11. Governing Law These Terms and Conditions are governed by the laws of [State], without regard to conflict of law principles. 12. Contact Information If you have questions or concerns regarding these Terms and Conditions, please contact us: EFC Wealth Management Firm 5777 W. Century Blvd, Los Angeles, CA 90045 310-645-0001 [email protected] Click here to download our Terms and Conditions CONTACT US! Give us a call today at 1 (888) 898 0837 or fill out the form. " * " indicates required fields Facebook This field is for validation purposes and should be left unchanged. Full Name * Phone * Email * Message Check Terms I consent to receive SMS from EFC Wealth Management. The message frequency will vary and message and data rates may apply. Text HELP for help. Text STOP to cancel. Visit for Privacy Policy and Terms of Service . CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. Scroll to Top Close this module Please Fill in the information to download your FREE RESOURCE " * " indicates required fields Phone This field is for validation purposes and should be left unchanged. Name * First Last Email Phone Invest in Yourself - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Invest in Yourself As Featured In Articles Podcasts TV Blog Articles YAHOO! FINANCE The Best Strategies to Turn Your Financial Future Around | Yahoo! Finance READ NOW → BLACK PRESS USA Many African-Americans Aren’t Financially Ready to Retire | Black Press USA READ NOW → YAHOO! FINANCE 6 Wealthy Power Couples on How They Make It Work | Yahoo Finance READ NOW → YAHOO! FINANCE How to Tell Your Kids that You Aren’t Paying for College | Yahoo Finance READ NOW → Podcasts Creating Change in America and Your Pocket Read Now → Civil Unrest and How Do We Make Change? Read Now → Boomin’ Businesses and the Positives of Coronavirus Read Now → The Round Table of Brotha’s Read Now → Finding Your Next Level Read Now → The Money Talk LA Podcast | Sherri James | Shattering Fear and Embracing the Enjoyment of Money Read Now → TV/Videos Money Myths | Fox 11 LA 5 Tips for Last-Minute Tax Filers from Cory Chapman | NBC4 Tips for Paying Off Debt & Getting Ahead in 2020 | FOX 11 Trick Yourself into Saving | ABC 7 Why a 20% Gain may not be enough! Saving for the Future | In FocusCA 5 Minute Wealth Tips Does Legacy Planning Matter Simple steps to getting out of debt Volatility is not your friend in retirement When and Where do I Turn On Income When the time to Start Converting Tax-Deferred Money Dont Run out of Money Long-Term Care Risk Risks with your Retirement The 401k Myth Blog Are You Ready to Get Financial Advice for Your Future? The Economic Impact Of The U.S. Trade War with China Financial Considerations for Retiring Abroad Retirement Planning Concepts Retirement Well Being: How Your Values Relate to Your Finances Retirement Planning For Women: Unique Considerations Women Should Make In Retirement. Advisor Blog CONTACT US! Give us a call today at 1 (888) 898 0837 or fill out the form. " * " indicates required fields URL This field is for validation purposes and should be left unchanged. Full Name * Phone * Email * Message Check Terms I consent to receive SMS from EFC Wealth Management. The message frequency will vary and message and data rates may apply. Text HELP for help. Text STOP to cancel. Visit for Privacy Policy and Terms of Service . CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. 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Name * First Last Email Phone 9 to Know Retirement Analysis - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag 9 to Know Retirement Analysis As Featured In Answer 9 Questions and Find Out if You’re On Track for Retirement Do you know if you’re on the right track to retirement? Don’t feel bad if you’re unsure – the fact is, most Americans have yet to figure out their retirement plan or if their finances line up with the future. Now, what if I told you that tracking your retirement could help you save thousands of dollars, and that the cost to get started is absolutely free? Pull out your tax forms and answer a few questions at our safe to use 9 to Know retirement tracker. After you take it, it will let you know how you’re doing on your retirement goals, and if you need help adjusting your financial trajectory, I will be more than happy to help you create a personalized plan for a successful retirement. FIND OUT IF YOU’RE ON TRACK HERE Would you prefer to speak with our financial architects instead? Feel free to book time on the calendar below. CONTACT US! Give us a call today at 1 (888) 898 0837 or fill out the form. " * " indicates required fields URL This field is for validation purposes and should be left unchanged. Full Name * Phone * Email * Message Check Terms I consent to receive SMS from EFC Wealth Management. The message frequency will vary and message and data rates may apply. Text HELP for help. Text STOP to cancel. Visit for Privacy Policy and Terms of Service . CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. Scroll to Top Close this module Please Fill in the information to download your FREE RESOURCE " * " indicates required fields Name This field is for validation purposes and should be left unchanged. Name * First Last Email Phone Privacy Policy - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Privacy Policy As Featured In EFC Client Privacy Policy Notice EFC Client Privacy Policy Notice Privacy Policy – Client Disclosure Notice Your relationship with EFC Wealth Management Firm, LLC (“EFC”) is based on trust and confidence. To fulfill its responsibilities to you, EFC requires that you provide current and accurate financial and personal information. You deserve to expect that EFC will protect the information you have provided in a manner that is safe, secure, and professional. EFC and its employees are committed to protecting your privacy and to safeguarding that information. Personal Information We Collect and How We Collect It In providing you wealth management services, we collect certain nonpublic personal information (“PII”) about you. PII includes information such as your name, address, phone number, ZIP code, email address, age, income, assets, employment, and similar information. Our policy is to keep this information strictly confidential, and to use or disclose it only as needed to provide services to you, or as permitted by law. Our privacy policy applies equally to our former clients, as well as individuals who simply inquire about the services we offer. The nonpublic personal information we have about you includes what you give us when you open an account, or communicate with us about your account, such as your name, address, social security number, employment information, investment objectives, financial circumstances, account transactions and holdings. You can call us for general information anonymously or visit us on the internet without telling us who you are or revealing any information about yourself, including your name and email address. There are times when we may ask you for information about yourself to assist us in meeting your various needs. In these cases, you and your browsing will no longer be anonymous to us. To provide these services, we may need to ask you directly to provide, among other things, your name, physical address, zip code, email address, phone number, and other personal information. Please note that we do not knowingly solicit information from minors, and we do not knowingly market our products or services to minors. We are required to conduct due diligence on all customers prior to providing our services. We also collect non-public customer data in checklists, forms, in both written and electronic notations, and in documentation provided to us by our customers for evaluation, registration, licensing or related consulting services. We also create internal lists of such data. Sharing Non‐Public Personal and Financial Information – How We Use It When you provide information to us, we may share your information, to the extent provided by applicable law, with our affiliated companies and necessary third parties for the purpose of fulfilling your requests and servicing your account, as well as offering you additional services that may be beneficial to you. It is not shared with any third party, unless requested by you or permitted by law. Under no circumstance will we sell your information or transfer your information to any ad network, ad exchange, data broker or other advertising or monetization related service. We may also aggregate statistics that we gather about our customers, sales, traffic patterns and services, and provide these statistics to third parties; however, when we do, these statistics will not include any personal information that identifies individuals. EFC may share your personal information only under the following circumstances: When necessary to complete a transaction in a customer account, such as with the clearing firm or account custodians; When required to maintain or service a customer account; To resolve customer disputes or inquiries; With persons acting in a fiduciary or representative capacity on behalf of the customer; With rating agencies, persons assessing compliance with industry standards, or to the attorneys, accountants and auditors of the firm; In connection with a sale or merger of EFC’s business; To protect against or prevent actual or potential fraud, identity theft, unauthorized transactions, claims or other liability; To comply with federal, state or local laws, rules and other applicable legal requirements; In connection with a written agreement to provide investment management or advisory services when the information is released for the sole purpose of providing the products or services covered by the agreement; In any circumstances with the customer’s written instruction or consent; or Pursuant to any other exceptions enumerated in the California Privacy Rights Act (CPRA) and as will be amended effective 1/1/2023 to the California Consumer Privacy Act (CCPA), and any other applicable state and federal privacy laws. 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We restrict access to nonpublic personal information about you to those persons who need to know it or who are permitted by law to receive it. We use a variety of security measures to protect against the access, loss, misuse, and alteration of information under our control by maintaining physical, electronic, and procedural safeguards to protect the confidentiality of your information. Although we make good-faith efforts to maintain the security of such information, we cannot guarantee that it will remain free from unauthorized access, use, disclosure, or alteration or that our security measures will prevent unauthorized persons from accessing or obtaining this information. We assume no liability to you or any other party in relation to the unauthorized access, use or alteration of any information provided to us. Notification in the Event of Data Breach EFC has adopted an incident response program in the event of a potential data breach event. If your sensitive non-public information is breached by an unauthorized party, we will comply with applicable laws in notifying you of the breach as soon as possible, within 30 days of discovery. This includes critical third parties we do business with that may experience a breach affecting information about you that could be used to harm you. Accessing or Correcting Your Information You may access the data collected by us about you by sending a request to the address listed below. If you believe that an error has been made in the accuracy of the information colle Client Events - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag As Featured In Client Events As Featured In White Party 2025 View Gallery Client Christmas Party 2021 View Gallery Dinner for Northern Cal Clients View Gallery Client Summer Bash 2019 View Gallery Dodger Game View Gallery EFC Company Retreat & Year End Strategy Session 2021 View Gallery Hawaiian Luau 2021 View Gallery State of the Union 2021 View Gallery State of The Union 2022 View Gallery Valentine’s Day 2019 View Gallery Neptunian Woman’s Club (State of the Union) View Gallery Valentine’s Day at EFC Headquarters View Gallery State of The Union 2023 View Gallery 2023 EFC Masquerade Ball View Gallery CONTACT US! Give us a call today at 1 (888) 898 0837 or fill out the form. " * " indicates required fields Company This field is for validation purposes and should be left unchanged. Full Name * Phone * Email * Message Check Terms I consent to receive SMS from EFC Wealth Management. The message frequency will vary and message and data rates may apply. Text HELP for help. Text STOP to cancel. Visit for Privacy Policy and Terms of Service . CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. Scroll to Top Close this module Please Fill in the information to download your FREE RESOURCE " * " indicates required fields LinkedIn This field is for validation purposes and should be left unchanged. Name * First Last Email Phone Home - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Unlock Your Code to Retirement™ Let us help you unlock your Code to Retirement™ using five essential elements: investments, income planning, tax planning, healthcare, and legacy planning. When applied in the right order, these five elements can help form the combination needed to unlock your Code to Retirement™. Unlock Your Code Now Explore the Five Elements Watch the Code to Retirement™ Mission Your Retirement Journey Begins Here Step into retirement with confidence and clarity. Our skilled Financial Architects are dedicated to guiding you in crafting a path to your golden years, prioritizing both security and fulfillment. Let us help you plan your retirement journey—always keeping you in good, trusted hands. As Featured In The Five Elements of Code to Retirement™ A clear framework designed to help simplify retirement planning and bring structure to your decisions. Investments Build the foundation and structure for long-term growth. Income Planning Help create predictable retirement income strategies. Tax Planning Explore strategies designed to reduce tax exposure over time. Healthcare Prepare for Medicare, long-term care, and unexpected costs. Legacy Planning Help align your plan with your estate and family goals. Schedule Your Blueprint Session Proactive Tax Planning to Help Protect Your Retirement Income Tax planning for retirement is harder than you think — specially when you can’t predict future tax rates and laws. When you work with us, we’ll show you strategies for managing taxes in your investments, health care and estate. Get Your Tax Plan Design Your Sound Fiscal House During our Sound Fiscal House process, we will create your financial blueprint to make sure that your fiscal house can help you weather any retirement storm and deliver the retirement you’ve dreamed of. The Sound Fiscal House Process Build your financial Blueprint! We’re here to help you achieve your retirement goals. At EFC, we believe everyone should experience a healthy, happy, and prosperous retirement. Schedule your financial blueprint Build your own Retirement Analysis! 9 simple questions could help you have piece of mind when it comes to your retirement income. Start the journey today! Get Retirement Analysis EFC Wealth Sound Fiscal House Retirement Strategies We are on a mission to inform, empower and co-create an exceptional experience for our clients and their families. Using our 4-point building process, we help families build a sound fiscal house today that provides a legacy for their families tomorrow. 01 Meet the Architect Our Process begins with clarifying your goals. What does retirement look like for you? 02 Reveal the Cracks Our Financial Architects stress test your current fiscal house to reveal cracks that may hinder you from achieving your retirement goals. 03 Fund Construction At this stage, we move assets under our management and begin the sound fiscal house building process. 04 Move-in Day Time to pick up the keys! In this visit, we equip you with a detailed financial blueprint that includes your custom income plan, your tax strategy plan, a detailed risk analysis, your estate planning process and your client review schedule. Let’s Build Your Financial Blueprint EFC Wealth Sound Fiscal House Retirement Strategies We are on a mission to inform, empower and co-create an exceptional experience for our clients and their families. Using our 6-point building process, we help families build a sound fiscal house today that provides a legacy for their families tomorrow. 01 Meet the Architect Our Process begins with clarifying your goals. What does retirement look like for you? 02 Financial Appraisal Once we know where we’re going, then it’s time to understand what we’re working with. What has been set aside to build your sound fiscal house? 03 Reveal the Cracks Our Financial Architects stress test your current fiscal house to reveal cracks that may hinder you from achieving your retirement goals. 04 Fund Construction At this stage, we move assets under our management and begin the sound fiscal house building process. 05 Design Your House Midway through construction, we do a walk through with you of the sound fiscal house blueprint to make sure that the house we’ve designed matches and delivers the retirement you’ve dreamed of. 06 Move-in Day Time to pick up the keys! In this visit, we equip you with a detailed financial blueprint that includes your custom income plan, your tax strategy plan, a detailed risk analysis, your estate planning process and your client review schedule. Let’s Build Your Financial Blueprint The Retirement Game Understand the 5 Stages of Retirement Planning Learn How to Help Your Taxes Go Down in Retirement The 7 Questions Every Retiree Needs to Ask Their Financial Advisor How the Retirement Game Really Works Download the first 2 chapters now GET TO KNOW OUR Chief Financial Architect EFC WEALTH MANAGEMENT FOUNDER AND MANAGING PARTNER In the media Meet Cory Social Security Decisions Reports With this 10-page instant download, you’ll discover: Why poor planning could cost you Who you should consult with first How Medicare should factor in your decison Download Now! Are you paying too much in retirement? A big threat is looming on the horizon, and most people are ignoring it: Taxes on your IRA and 401K Taxes on your social security benefits Taxes on your investment income Download Now! Words of Wisdom The rich invest their money and spend what is left; the poor spend their money and invest what is left. Jim Rohn Compound Interest is the eighth wonder of the world. He who understands it, earns it…He who doesn’t pays it. Albert Einstein Retirement: That's when you return from work one day and say, 'Hi honey, I'm home forever.' Gene Perret To me, retirement means doing what you have fun doing. Dick Van Dyke What do you call a person who is happy on a Monday? Retired. Unknown Engage with EFC Socially Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and Home - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Unlock Your Code to Retirement™ Let us help you unlock your Code to Retirement™ using five essential elements: investments, income planning, tax planning, healthcare, and legacy planning. When applied in the right order, these five elements can help form the combination needed to unlock your Code to Retirement™. Unlock Your Code Now Explore the Five Elements Watch the Code to Retirement™ Mission Your Retirement Journey Begins Here Step into retirement with confidence and clarity. Our skilled Financial Architects are dedicated to guiding you in crafting a path to your golden years, prioritizing both security and fulfillment. Let us help you plan your retirement journey—always keeping you in good, trusted hands. As Featured In The Five Elements of Code to Retirement™ A clear framework designed to help simplify retirement planning and bring structure to your decisions. Investments Build the foundation and structure for long-term growth. Income Planning Help create predictable retirement income strategies. Tax Planning Explore strategies designed to reduce tax exposure over time. Healthcare Prepare for Medicare, long-term care, and unexpected costs. Legacy Planning Help align your plan with your estate and family goals. Schedule Your Blueprint Session Proactive Tax Planning to Help Protect Your Retirement Income Tax planning for retirement is harder than you think — specially when you can’t predict future tax rates and laws. When you work with us, we’ll show you strategies for managing taxes in your investments, health care and estate. Get Your Tax Plan Design Your Sound Fiscal House During our Sound Fiscal House process, we will create your financial blueprint to make sure that your fiscal house can help you weather any retirement storm and deliver the retirement you’ve dreamed of. The Sound Fiscal House Process Build your financial Blueprint! We’re here to help you achieve your retirement goals. At EFC, we believe everyone should experience a healthy, happy, and prosperous retirement. Schedule your financial blueprint Build your own Retirement Analysis! 9 simple questions could help you have piece of mind when it comes to your retirement income. Start the journey today! Get Retirement Analysis EFC Wealth Sound Fiscal House Retirement Strategies We are on a mission to inform, empower and co-create an exceptional experience for our clients and their families. Using our 4-point building process, we help families build a sound fiscal house today that provides a legacy for their families tomorrow. 01 Meet the Architect Our Process begins with clarifying your goals. What does retirement look like for you? 02 Reveal the Cracks Our Financial Architects stress test your current fiscal house to reveal cracks that may hinder you from achieving your retirement goals. 03 Fund Construction At this stage, we move assets under our management and begin the sound fiscal house building process. 04 Move-in Day Time to pick up the keys! In this visit, we equip you with a detailed financial blueprint that includes your custom income plan, your tax strategy plan, a detailed risk analysis, your estate planning process and your client review schedule. Let’s Build Your Financial Blueprint EFC Wealth Sound Fiscal House Retirement Strategies We are on a mission to inform, empower and co-create an exceptional experience for our clients and their families. Using our 6-point building process, we help families build a sound fiscal house today that provides a legacy for their families tomorrow. 01 Meet the Architect Our Process begins with clarifying your goals. What does retirement look like for you? 02 Financial Appraisal Once we know where we’re going, then it’s time to understand what we’re working with. What has been set aside to build your sound fiscal house? 03 Reveal the Cracks Our Financial Architects stress test your current fiscal house to reveal cracks that may hinder you from achieving your retirement goals. 04 Fund Construction At this stage, we move assets under our management and begin the sound fiscal house building process. 05 Design Your House Midway through construction, we do a walk through with you of the sound fiscal house blueprint to make sure that the house we’ve designed matches and delivers the retirement you’ve dreamed of. 06 Move-in Day Time to pick up the keys! In this visit, we equip you with a detailed financial blueprint that includes your custom income plan, your tax strategy plan, a detailed risk analysis, your estate planning process and your client review schedule. Let’s Build Your Financial Blueprint The Retirement Game Understand the 5 Stages of Retirement Planning Learn How to Help Your Taxes Go Down in Retirement The 7 Questions Every Retiree Needs to Ask Their Financial Advisor How the Retirement Game Really Works Download the first 2 chapters now GET TO KNOW OUR Chief Financial Architect EFC WEALTH MANAGEMENT FOUNDER AND MANAGING PARTNER In the media Meet Cory Social Security Decisions Reports With this 10-page instant download, you’ll discover: Why poor planning could cost you Who you should consult with first How Medicare should factor in your decison Download Now! Are you paying too much in retirement? A big threat is looming on the horizon, and most people are ignoring it: Taxes on your IRA and 401K Taxes on your social security benefits Taxes on your investment income Download Now! Words of Wisdom The rich invest their money and spend what is left; the poor spend their money and invest what is left. Jim Rohn Compound Interest is the eighth wonder of the world. He who understands it, earns it…He who doesn’t pays it. Albert Einstein Retirement: That's when you return from work one day and say, 'Hi honey, I'm home forever.' Gene Perret To me, retirement means doing what you have fun doing. Dick Van Dyke What do you call a person who is happy on a Monday? Retired. Unknown Engage with EFC Socially Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and Home - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Unlock Your Code to Retirement™ Let us help you unlock your Code to Retirement™ using five essential elements: investments, income planning, tax planning, healthcare, and legacy planning. When applied in the right order, these five elements can help form the combination needed to unlock your Code to Retirement™. Unlock Your Code Now Explore the Five Elements Watch the Code to Retirement™ Mission Your Retirement Journey Begins Here Step into retirement with confidence and clarity. Our skilled Financial Architects are dedicated to guiding you in crafting a path to your golden years, prioritizing both security and fulfillment. Let us help you plan your retirement journey—always keeping you in good, trusted hands. As Featured In The Five Elements of Code to Retirement™ A clear framework designed to help simplify retirement planning and bring structure to your decisions. Investments Build the foundation and structure for long-term growth. Income Planning Help create predictable retirement income strategies. Tax Planning Explore strategies designed to reduce tax exposure over time. Healthcare Prepare for Medicare, long-term care, and unexpected costs. Legacy Planning Help align your plan with your estate and family goals. Schedule Your Blueprint Session Proactive Tax Planning to Help Protect Your Retirement Income Tax planning for retirement is harder than you think — specially when you can’t predict future tax rates and laws. When you work with us, we’ll show you strategies for managing taxes in your investments, health care and estate. Get Your Tax Plan Design Your Sound Fiscal House During our Sound Fiscal House process, we will create your financial blueprint to make sure that your fiscal house can help you weather any retirement storm and deliver the retirement you’ve dreamed of. The Sound Fiscal House Process Build your financial Blueprint! We’re here to help you achieve your retirement goals. At EFC, we believe everyone should experience a healthy, happy, and prosperous retirement. Schedule your financial blueprint Build your own Retirement Analysis! 9 simple questions could help you have piece of mind when it comes to your retirement income. Start the journey today! Get Retirement Analysis EFC Wealth Sound Fiscal House Retirement Strategies We are on a mission to inform, empower and co-create an exceptional experience for our clients and their families. Using our 4-point building process, we help families build a sound fiscal house today that provides a legacy for their families tomorrow. 01 Meet the Architect Our Process begins with clarifying your goals. What does retirement look like for you? 02 Reveal the Cracks Our Financial Architects stress test your current fiscal house to reveal cracks that may hinder you from achieving your retirement goals. 03 Fund Construction At this stage, we move assets under our management and begin the sound fiscal house building process. 04 Move-in Day Time to pick up the keys! In this visit, we equip you with a detailed financial blueprint that includes your custom income plan, your tax strategy plan, a detailed risk analysis, your estate planning process and your client review schedule. Let’s Build Your Financial Blueprint EFC Wealth Sound Fiscal House Retirement Strategies We are on a mission to inform, empower and co-create an exceptional experience for our clients and their families. Using our 6-point building process, we help families build a sound fiscal house today that provides a legacy for their families tomorrow. 01 Meet the Architect Our Process begins with clarifying your goals. What does retirement look like for you? 02 Financial Appraisal Once we know where we’re going, then it’s time to understand what we’re working with. What has been set aside to build your sound fiscal house? 03 Reveal the Cracks Our Financial Architects stress test your current fiscal house to reveal cracks that may hinder you from achieving your retirement goals. 04 Fund Construction At this stage, we move assets under our management and begin the sound fiscal house building process. 05 Design Your House Midway through construction, we do a walk through with you of the sound fiscal house blueprint to make sure that the house we’ve designed matches and delivers the retirement you’ve dreamed of. 06 Move-in Day Time to pick up the keys! In this visit, we equip you with a detailed financial blueprint that includes your custom income plan, your tax strategy plan, a detailed risk analysis, your estate planning process and your client review schedule. Let’s Build Your Financial Blueprint The Retirement Game Understand the 5 Stages of Retirement Planning Learn How to Help Your Taxes Go Down in Retirement The 7 Questions Every Retiree Needs to Ask Their Financial Advisor How the Retirement Game Really Works Download the first 2 chapters now GET TO KNOW OUR Chief Financial Architect EFC WEALTH MANAGEMENT FOUNDER AND MANAGING PARTNER In the media Meet Cory Social Security Decisions Reports With this 10-page instant download, you’ll discover: Why poor planning could cost you Who you should consult with first How Medicare should factor in your decison Download Now! Are you paying too much in retirement? A big threat is looming on the horizon, and most people are ignoring it: Taxes on your IRA and 401K Taxes on your social security benefits Taxes on your investment income Download Now! Words of Wisdom The rich invest their money and spend what is left; the poor spend their money and invest what is left. Jim Rohn Compound Interest is the eighth wonder of the world. He who understands it, earns it…He who doesn’t pays it. Albert Einstein Retirement: That's when you return from work one day and say, 'Hi honey, I'm home forever.' Gene Perret To me, retirement means doing what you have fun doing. Dick Van Dyke What do you call a person who is happy on a Monday? Retired. Unknown Engage with EFC Socially Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and Retirement Toolbox Resources - EFC Wealth Management Skip to content Introduce a Friend Speak with an advisor Let’s Build Your Financial Blue Print Client Login Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Home What We Do 9 to Know Retirement Analysis Who We Are Meet the Chief Architect Meet the EFC Team Join Our Team How We Help Downloadable Resources Financial Blueprint Online Events Client Events Invest in Yourself Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Efc Swag Downloadable Resources Navigating retirement finances shouldn’t be a mystery. View our downloadable resources below to answer all of your questions. As Featured In Budgeting Investing Retirement Planning Taxes The Market Whitepapers Download our retirement resources to answer all of your financial questions and help you attain the retirement of your dreams. Budgeting Holiday Budget Worksheet Download Now Don’t let natural disasters sink your savings Download Now College Budget Builder Download Now Budget Calculator Download Now Investing What Could Tariffs Mean For The Economy — And Your Investments? Download Now Retirement Planning The Social Security Download Now The Financial Blueprint Questionnaire Download Now Your Retirement Income Downloable List Download Now Are You Paying Too Much in Taxes in Retirement? Download Now The Changing Story of Retirement Download Now Building Your Fiscal House to Weather the Elements Download Now Financial Lessons From The ‘fire’ Movement Download Now How could inflation impact your retirement? Download Now 2019 Nursing Home & Assisted Living Download Now Taxes Are You Paying Too Much in Taxes in Retirement? Download Now 2019 State Income Tax Information Download Now 2019 Tax Rates Download Now The Market Understanding Market Corrections Download Now Q4 Market Talk Download Now How could inflation impact your retirement? Download Now 20191 Inflation Information Download Now What Could Tariffs Mean For The Economy — And Your Investments? Download Now Whitepapers The ABCs of FIA Download Now Take Charge of Your Taxes Download Now Riding Market Highs Download Now Will A Recession Rob Your Retirement Download Now 10 Tips To Help Empower Women Investors Download Now EFC Inflation and Your Retirement Download Now 10 Step Layoff Survival Guide Download Now Annuities As An Asset Class Download Now Are You Paying Too Much in Taxes in Retirement? Download Now The Changing Story of Retirement Download Now Building Your Fiscal House to Weather the Elements Download Now Just How Safe is an Insurance Company Really? Download Now Understanding Market Corrections Download Now CONTACT US! Give us a call today at 1 (888) 898 0837 or fill out the form. " * " indicates required fields LinkedIn This field is for validation purposes and should be left unchanged. Full Name * Phone * Email * Message Check Terms I consent to receive SMS from EFC Wealth Management. The message frequency will vary and message and data rates may apply. Text HELP for help. Text STOP to cancel. Visit for Privacy Policy and Terms of Service . CAPTCHA Contact Us +1 (310) 645 0001 +1 (888) 898 0837 [email protected] Location 5777 W Century Blvd. Suite 985 Los Angeles, CA 90045 Now Hiring! Join the EFC Elite Team Copyright © 2026. EFC Wealth Management Effect Change Speak with an advisor EFC Wealth Retirement Strategies Client Login Terms and Conditions Privacy Policy Client Business Continuity Plan Terms and Conditions Privacy Policy Client Business Continuity Plan Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives. All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. Scroll to Top Close this module Please Fill in the information to download your FREE RESOURCE " * " indicates required fields Name This field is for validation purposes and should be left unchanged. Name * First Last Email Phone