Cory Chapman

Financial Adviser at EFC Wealth Group, Inc in El Segundo, CA

About

Cory J. Chapman started his career as an insurance agent with Acacia Financial Center in Encino, CA in 1995. He quickly rose through the ranks and became one of Southern California's premier insurance agents. With a thirst to increase his knowledge and desire to help his clients, he went on to become registered in the securities industry and obtained and passed the following series exams 6, 7, 63, 65, 26, 24 to become a principal in the securities industry. He also went out and obtained his licenses in the Real Estate, Insurance and Mortgage Lending Industries all while being certified as a paralegal specializing in Estate Planning. In 2002, Cory started his own Financial Planning and Wealth Management Firm. EFC Wealth Management Firm has helped thousands of 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 dynasty.

Address
400 Continental Blvd,suite 1200 in El Segundo, CA 90245
Info
Year started: 2003

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Tax Advantaged Investments
  • Other

Credentials

Licenses

Series 6
Series 63
Series 26
Series 65
Series 7
Series 24