Cory Chapman Email & Phone Number
Founder and Investment Advisor Representative @ EFC Wealth Management Firm
5 free lookup(s).
Cory Chapman Location
- Los Angeles, CA, US
Cory Chapman Work
- 2021 -now Founder and Investment Advisor Representative @
- 2009 -2021 Managing Partner and Investment Advisor Representative @ EFC Wealth Management (DBA)
- 2003 -2009 Managing Partner and Investment Advisory Representative @ Elite Financial Center, Inc
Cory Chapman Education
- California Technical University High School
- West Los Angeles College
(Paralegal)
Cory Chapman Skills
- Individual Retirement Accounts (IRA)
- Investment Management
- Financial Planning
- Retirement Planning
- Wealth Preservation Planning
- Wealth Accumulation
- 401(k) Retirement Savings Plans
- Retirement Plan Consulting
- Retirement Savings
- Customer Service
- Sales
- Leadership
- Project Planning
- Team Building
- Training
- Financial Analysis
- Finance
- Event Planning
- Investment Strategies
- Wealth Management
Cory Chapman Summary
- Cory Chapman, based in Los Angeles, CA, US, is currently a Founder and Investment Advisor Representative at EFC Wealth Management Firm, LLC (RIA). Cory Chapman brings experience from previous roles at EFC Wealth Management (DBA) and Elite Financial Center, Inc. Cory Chapman holds a California Technical University High School. With a robust skill set that includes Individual Retirement Accounts (IRA), Investment Management, Financial Planning, Retirement Planning, Wealth Preservation Planning and more. Cory Chapman has 2 emails and 1 mobile phone numbers on RocketReach.
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Top EFC Wealth Management Firm Employees
Cory Chapman
Founder and Investment Advisor Representative
Los Angeles, CA, US
Jay Karamourtopoulos
Senior Wealth Advisor
Boston, MA, US
Sydnie Mills
Director of Operations
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