

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.