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Leaders of Influence: Wealth Managers 2024 – Cory Chapman

Custom Content by the Los Angeles Business Journal

By Kelly Garcia

March 18, 2024

281

CORY CHAPMAN
CEO / Founder
EFC Wealth Management Firm, LLC

Under Cory Chapman’s guidance, EFC transcended its initial status as an IA attached to a broker-dealer, evolving into an RIA in 2021. Chapman has independently mastered the intricacies of wealth management and retirement planning, culminating in a practice that amassed over $100 million in total assets by 2023. Notably, as the senior producer in his office, Chapman’s contributions have been instrumental in fostering the success of EFC’s practice.

What distinguishes Chapman within the field is his holistic approach to planning. His methodology extends beyond mere investment counsel, encompassing factors such as taxes, risk management, income strategies, healthcare and legacy planning. Clients gravitate towards Chapman for his adeptness in minimizing their tax burdens during retirement, as well as his provision of meticulously crafted income plans, instilling confidence in their financial journey. Chapman’s dedication to client education is evident through his monthly educational workshops, where clients gain insights into retirement strategies.

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