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Cory Chapman

Retirement Specialist @ The Retirement Group

Retirement Specialist and Wealth Advisor at EFC Wealth Management Firm

Greater Los Angeles Area

Ranked #1,073 out of 21,460 for Retirement Specialist in United States

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Cory Chapman's Email Addresses & Phone Numbers

Cory Chapman's Work Experience

The Retirement Group

Retirement Specialist

August 2014 to Present

EFC Wealth Management Firm

Retirement Specialist and Wealth Advisor

January 2002 to Present

LPL Financial

Finanical Advisor

May 2004 to June 2009

Cory Chapman's Professional Skills Radar Chart

Based on our findings, Cory Chapman is ...

Artistic
Cause-and-effect oriented
Carefree

What's on Cory Chapman's mind?

Based on our findings, Cory Chapman is ...

41% Left Brained
59% Right Brained

Cory Chapman's Estimated Salary Range

About Cory Chapman's Current Company

The Retirement Group

The Retirement Group is a Nation – wide group of financial advisor who work together as a team. To focus their entire efforts on retirement planning and the design of retirement portfolios for the transitioning corporate employee. Each representative of the group has been hand selected by The Retirement Group in select cities of the United States....

Frequently Asked Questions about Cory Chapman

What company does Cory Chapman work for?

Cory Chapman works for The Retirement Group


What is Cory Chapman's role at The Retirement Group?

Cory Chapman is Retirement Specialist


What is Cory Chapman's personal email address?

Cory Chapman's personal email address is co****[email protected]


What is Cory Chapman's business email address?

Cory Chapman's business email address is c*****@efcwealthgroup.com


What is Cory Chapman's Phone Number?

Cory Chapman's phone (**) *** *** 141


What industry does Cory Chapman work in?

Cory Chapman works in the Financial Services industry.


About Cory Chapman

📖 Summary

Retirement Specialist @ The Retirement Group is a Nation – wide group of financial advisor who work together as a team. To focus their entire efforts on retirement planning and the design of retirement portfolios for the transitioning corporate employee. Each representative of the group has been hand selected by The Retirement Group in select cities of the United States. Each advisor was selected based on their pension expertise, experience in the financial planning, and portfolio construction knowledge. This team approach harness the years of experience from each individual advisor and brings them to a collective head, which allows our clients to receive the knowledge and planning ideas from not just one advisor but from a cumulative community of financial minds. This team approach has served our clients well. For more information about The Retirement Group From August 2014 to Present (1 year 5 months) Retirement Specialist and Wealth Advisor @ Welcome to EFC Wealth Management Firm. Since 2002, EFC has helped individuals make sense of the complicated world of retirement planning. We specialize in three main areas. The first area is helping corporate employees transition from their jobs into retirement by focusing on designing and implementing the right retirement portfolio to help them maintain their desired Lifestyle. The second area of expertise is helping business owner’s structure and create the right retirement plan for them and their employees. The third area we specialize in is working with Women Investors, we pride ourselves in helping women take charge in their financial independents. We will become the partner they deserve and desire, to help them build their own financial dynasty. We will help them feel more confident about their future by educating them with our financial workshop and webinars and help them to make informed financial decisions while becoming empowered. Our teams of wealth advisors are highly experienced and completely independent. EFC Wealth Management Firm’s investment team actively manages risk as it seeks attractive returns in the world's financial markets. EFC Wealth Management's unbiased approach, using a powerful combination of traditional and alternative investments, offers its clients exceptional opportunities for growth and capital preservation. Ours is a long-term business built on trust and partnership with our clients. At EFC Wealth Management Firm, we work with our clients every step of the way to create flexible solutions that best meet our clients' specific needs. As a smaller specialty firm, we are able to provide a personal and focused approach and the dedicated support you won't find in larger firms, without giving up the knowledge, research, and experience needed to get the job done. From January 2002 to Present (14 years) Finanical Advisor @ Independent Financial Advisor From May 2004 to June 2009 (5 years 2 months) Cory Chapman is skilled in: Customer Service, Sales, Leadership, Project Planning, Team Building, Training


Cory Chapman’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Cory Chapman's Personality Type

Introversion (I), Intuition (N), Feeling (F), Perceiving (P)

Average Tenure

6 year(s), 10 month(s)

Cory Chapman's Willingness to Change Jobs

Unlikely

Likely

Open to opportunity?

There's 87% chance that Cory Chapman is seeking for new opportunities

Cory Chapman's Social Media Links

www.efcwea... joinfsc.co...
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