About the Speaker Cory Chapman
Cory's passion is retirement planning and the complexity of money. His gift is helping clients to have a better understanding of their options when it comes to planning for retirement. Helping give his clients peace of mind throughout their retirement is his mission. Using EFC's Sound Fiscal House, Cory helps clients manage the three biggest pitfalls to a good retirement: Income, Taxes, and Risk.
He has passed the Series 65 securities exam and is licensed as an Investment Advisor Representative. He also holds his life and annuity licenses as well as a Real Estate License in the State of California and has over ten years of experience in the mortgage banking industry, with an extensive knowledge of Estate Planning and Tax Planning.
With more than 2 decades in the financial services industry, Cory has built a company whose guiding philosophy has been "keep it simple." The world of finance doesn't have to be complicated, which is why he believes it's the Advisor's job to simplify the retirement planning process for clients.
Cory is more than a financial advisor; he is a wealth coach. Clients routinely talk about the financial confidence he's instilled in them through implementing EFC's Sound Fiscal House.
Author of six books, including his latest books, The Retirement Game and The Money Game, Cory was recently featured on ABC and FOX networks, the reality show "The Decision House," and Southern California's 94.7 The Wave radio program (which boasts 1.3 million weekly listeners). You can also find his commentary in numerous financial articles and magazines.