Cory Chapman Email & Phone Number

Cory Chapman is the Founder/Financial Advisor of EFC Wealth Management Firm, LLC where he 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲𝘀 𝗶𝗻 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗮𝗿𝗼𝘂𝗻𝗱 𝟰 𝗺𝗮𝗶𝗻 𝗮𝗿𝗲𝗮𝘀:1️⃣ 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬: Assisting with the transition from work into retirement by focusing on designing and implementing the right retirement portfolio to help clients maintain their desired lifestyle. 2️⃣ 𝐆𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭 𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬: Helping both state and federal employees to get the most out of their government benefits, and coordinating these benefits with a comprehensive financial plan for retirement.3️⃣ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫𝐬: Working to structure and create the right retirement plan for both employers and their employees. 4️⃣ 𝐖𝐨𝐦𝐞𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬: We pride ourselves in helping women take charge of their financial independence. We become the partner they deserve and desire, educating them through our financial workshops and webinars so that they may feel more confident about their future, and can become empowered to make more informed financial decisions. Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a 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 future performance or an 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 accurate and complete and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Additional information on our firm can be found: IAPD: https://adviserinfo.sec.gov/firm/summary/312671

Listed skills include Customer Service, Sales, Leadership, Project Planning, and 8 others.