Cory Chapman is an entrepreneur, author, philanthropist and financial advisor and strategist. For more than 2 decades, Cory has served his clients with a mixture of warmth, humor and no nonsense, trustworthy financial advice. Author of six books, including The Money Game: To Win the Game You Have to Know How to Play, Cory has empowered hundreds of clients in Southern California and around the U.S. to enjoy a healthy, happy retirement. He implement the Sound Fiscal House process to help his clients successfully transition from the workforce to retirement and feel confident that their lifelong savings would support them for the remainder of their lives.
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Delilah is an integral part of the EFC operations. Not only is she the principal of our Insurance services business, but she also plays 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 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 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 23 years, they have created a positive work environment that is both rewarding and fun for their employees.
I am the head of EFC Wealth Management’s newest division called Solutions One. Solutions One will be providing tax preparation and Tax advisory services, accounting services, business management, and business consulting. Our main goal is to help make sure you are on the right track for your retirement. Through our tax advisory services, we will be looking at your current tax situation and provide planning to make sure you are paying the least amount of taxes possible, not just now but also in the future.
I am an Enrolled Agent and have over a decade of experience in providing accounting, bookkeeping and tax services for my high-net-worth clients. I graduated from National University with a bachelor’s in accountancy. I specialize in working with Individuals and small businesses in order to implement planning strategies to help reduce the complicated world of taxes. My training with some of the best minds in tax planning have given me an edge in understanding the complexity and strategies needed to help my clients save.
I am married and have a one year old son. I love being a mom and spending time with my family. In my free time, I like to do crafts or go hiking. I also like to go on road trips and go camping with my family.
I am so excited to be part of the EFC Wealth Management team and I am looking forward to making sure everyone has the best possible tax strategy in place for an optimal retirement. So give us a call so we can help you.
Sherri is a valuable member of the EFC Wealth Management family. As a Financial Professional and life specialist her primary goal for our clients is to make sure that the client understands how important financial planning is. Her knowledge of protecting families and doing it in the most tax efficient way possible is invaluable to our firm. Her primary mission is to develop financial plans that will allow our clients to weather any storm. She helps develop comprehensive financial plans encompassing concerns such as income planning, retirement planning.
As a financial professional, Sherri enjoys working with people to create a stable future for their families through being intentional with their money.
Sherri is in the process of obtaining her series 65 License and has already obtained and passed licenses in life, health insurance, and annuities in the state of California. In addition, she holds a BA from the University of Pennsylvania and an MFA from the University of Southern California.
Chase plays an integral role in our firm’s Wealth Management and Planning Division. Chase assists new clients in implementing and developing retirement income plans and strategies to help ensure that our clients may not outlive their nest egg. He also assists in the setup of new accounts and transitioning of assets to our firm.
At the young age of 22 Chase has become an Investment Adviser Representative who has obtained his series 65 License and passed and holds licenses in life, health insurance, and annuities in the state of California. While pursuing his degree in Finance at Cal State Northridge.
Chase, A Southern California native has professional background in direct sales, marketing, and management which provides him with a skill set that will help his clients. At the early age of 19, he had already embraced his Entrepreneurial spirt and ventured out to run his very own branch office of CUTCO—in which his team eventually produced $60,000+ in new business in a two-and-a-half-month time period.
Additionally, Chase and his team finished #1 in the nation for the final week of August, #5 in his region, and #1 in his division that year.
Before moving into our EFC Family, Chase’s career sales totaled to $115,283.
Chase’s perspective on business stems not only from real world experience, but also business school as well, providing him with the tools necessary to create a sound investment plan for the clients he chooses to work with.
Melissa is the heart of EFC Wealth Management; she is the first person you see when you visit our office and the first voice you hear when you call. She supports the EFC Wealth Management team in many aspects of daily tasks which includes calendar management, client email communication, assisting with preparations for client reviews, new client onboarding appointments, service appointments and client distributions. Melissa strives to make every visit to EFC Wealth Management as memorable as your first.
Melissa believes no matter how big or small the act of kindness we deposit daily, it doesn’t get overlooked and it will be compensated with a bigger victory.
Her years of experience in taking care of fashion and entertainment clients and being of service while using her creativity allows her to be the perfect brand ambassador for EFC Wealth Management. When it comes to giving our EFC Wealth Management clients the Elite experience.
Paul is responsible for assisting clients with new account openings, transfers, distribution requests. His is the king of transfers he ensures a smooth transition of client’s assets under our management team.
Paul past experience with Bank of New York Mellon and JP Morgan Chase Securities makes him an invaluable member of the EFC Wealth Management Family.
In Paul’s free time he enjoys working on old cars and spending time with his family. While consistently trying to increase his knowledge of the financial industry.
Paul is in the process of obtaining his CFP designation and has a Bachelor of Science In Business Administration degree.
