Cory & Delilah Chapman maintain the day-to-day decision to help the EFC family of businesses continued success. Our family style boutique firm has helped hundreds of clients looking for that personal touch when it comes to the development of a sound retirement plan.
Delilah is an integral part of the EFC Wealth Group family. She maintains the overall operations and client services for EFC WEALTH MANAGEMENT, EFC WEALTH GROUP, AND EFC INSURANCE AGENCY divisions. This is no simple task maintaining the day-to-day complexity of these three divisions. Her love for helping people and servant driven allows her to play an active role in making sure that each client is truly valued and has an “Elite Experience.” She is committed to building long-lasting, mutually beneficial relationships with our clients. Delilah encourages the team to provide outstanding service and sincere dedication to the success of our clients. She also oversees the day-to-day activity of our operations team while maintaining an active role in building and maintaining the systems, processes, and keeping our team on track. She has a Bachelor of Arts Degree in Liberal Studies, along with a CA Teaching Credential. She has also obtained her California Life Insurance Licenses and has over 15 years of experience in the training and development of individuals and teams. She is an accomplished speaker and Personal Development Coach. Delilah is the backbone of this firm. Together with her husband of 24 years, they have created a positive work environment that is both rewarding and fun for their employees.
Our licensed Fiduciary Advisors establish client meetings with the New Business and Client Services teams in order to conduct portfolio construction, analysis and strategy.
Sherri focuses on helping EFC’s clients achieve their financial goals in retirement by implementing EFC’s Sound Fiscal House process. She holds a BA from the University of Pennsylvania and an MFA from the University of Southern California. Throughout her career, she has focused on real estate development and wealth preservation. As a Financial Professional, Sherri enjoys helping clients create stable futures for their families in the most tax efficient way possible. A Licensed California Insurance Agent, Sherri’s mission is to help clients find retirement solutions that can stand up under any financial storm. Her proudest achievement is being mom to her brilliant 8 year old son, Jordan.
Our Elite team comprises of client services which help maintain relationships with new and existing clients. Our New accounts members focus on new clients' assets for investments and works with both the new client and financial architects to determine the best allocation of financial resources. Our marketing members focuses establishing relationships with potential clients and coordinates appointments with the right financial architect. Our Financial Assistant help keep the Chief Financial Architect up to date on day to day activates while helping maintain the complex strategies we use for our retirement plans.
Discover Our Estate, Tax, and Real Estate Team: Your Trusted Strategic Partners at EFC Wealth Management, we understand that navigating the complexities of estate planning, tax optimization, and real estate transactions can be daunting. That's why we've carefully curated a team of exceptional experts in these fields to help you achieve your financial and property goals with confidence. Our Estate, Tax, and Real Estate Team comprises dedicated professionals who not only excel in their respective domains but also operate their own businesses, earning them our utmost trust and endorsement. Rest assured, they've been thoroughly vetted, ensuring you receive top-tier guidance and support.
I am the head of EFC Wealth Management’s newest division called Solutions One. Solutions One will be providing tax preparation and Tax advisory services, accounting services, business management, and business consulting. Our main goal is to help make sure you are on the right track for your retirement. Through our tax advisory services, we will be looking at your current tax situation and provide planning to make sure you are paying the least amount of taxes possible, not just now but also in the future.
I am an Enrolled Agent and have over a decade of experience in providing accounting, bookkeeping and tax services for my high-net-worth clients. I graduated from National University with a bachelor’s in accountancy. I specialize in working with Individuals and small businesses in order to implement planning strategies to help reduce the complicated world of taxes. My training with some of the best minds in tax planning have given me an edge in understanding the complexity and strategies needed to help my clients save.
I am married and have a one year old son. I love being a mom and spending time with my family. In my free time, I like to do crafts or go hiking. I also like to go on road trips and go camping with my family.
I am so excited to be part of the EFC Wealth Management team and I am looking forward to making sure everyone has the best possible tax strategy in place for an optimal retirement. So give us a call so we can help you.
