In 2003, Cory started his own Financial Planning and Wealth Management Firm. EFC Wealth Management Firm has helped individuals make sense of the complicated world of retirement planning. EFC specializes in working with three types of clients. The first type of client is the corporate employee transitioning from their jobs into retirement by focusing on designing and implementing the right retirement portfolio to help them maintain their desired lifestyle. The second type of clients are business owners looking to structure and create the right retirement plan not only for themselves but their employees, as well. The last type of client we specialize in are women investors. We pride ourselves in helping women take charge in their financial independence. We become the partner they deserve and desire to help them build their own financial future.

With over twenty years experience in the financial services industry, Cory been the keynote speaker at several of Los Angeles premiere organizations. He has been featured on the reality show, “The Decision House” and radio station 94.7 The Wave in Southern California; currently boasting 1.3 million weekly listeners. As well as being featured in numerous financial articles and magazines, he also is a published author of four books.

Cory’s philosophy is ‘Keep It Simple.’ The world of finance doesn’t have to be complicated. It’s the advisor’s job to simplify the process and educate the client so they truly understand what their financial objectives are, and more importantly how to achieve their desired financial goals. If, after your first meeting with your advisor, you are more confused than you were before you came in, then the advisor didn’t do their job well. You should leave your first meeting feeling like you have a trusted advisor that will partner with you and help navigate your financial road map.

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, he shows them how to build financial confidence in their life, now, and in the future. Cory helps clients understand everything from money to finances to business and much more. Cory Chapman truly believes wealth is a mindset. He is ready to work with clients who desire change, are willing to accept responsibility for the financial future, and be held accountable for their actions. Contact Cory and take the steps necessary to build financial confidence today! cory@efcwealthmanagement.com.

• Family

  I believe that you should learn to enjoy every precious moment of your life. For tomorrow is not promised.

  

• Martial Artists

  I am a 4th degree Black Belt in TaeKwon Do and a 3rd degree Black Belt in Hapkido. I have studied Aikido, Kali and Iaido. ” Learn to master time so that you can truly Live” Cory Chapman.

  

• Speaker

  There is no better feeling when you inspire people to make a change in their lives. Above all that I do, I love speaking the most.