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Dante S
Series 63, Series 65
Los Angeles, CA
EFC Wealth Management Firm LLC
Dante Sanchez is a financial advisor at EFC Wealth Management Firm LLC in Los Angeles, CA, with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Sanchez is also a licensed insurance agent in multiple states, supplementing his financial planning services with accident, health, life, and variable insurance products when appropriate. EFC Wealth Management Firm, LLC provides discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm employs fundamental, technical, and charting analysis, offers educational seminars and a subscription coaching program, and utilizes sub-advisors to implement model strategies tailored to clients’ goals and risk tolerance.
Cory C
Series 63, Series 65
Los Angeles, CA
EFC Wealth Management Firm LLC
Cory Chapman is a financial advisor with EFC Wealth Management Firm, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has held various roles since 2003, including leadership at EFC Wealth Group and work with multiple firms in advisory and consulting capacities. Outside of advisory work, Chapman provides personal development coaching through seminars, audios, books, and speaking events, and teaches a free financial education program at Pepperdine University. EFC Wealth Management Firm, LLC offers discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm employs fundamental, technical, and charting analysis, uses sub-advisors for portfolio implementation, and provides educational seminars plus a subscription coaching program for investors not yet qualifying for full asset management.
Ba Rack L
Series 63, Series 65
Los Angeles, CA
EFC Wealth Management Firm LLC
Ba Rack Little is a financial advisor at EFC Wealth Management Firm LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. Outside of financial advising, he owns NGNS Global, a fitness and health consulting business. EFC Wealth Management Firm, LLC provides discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm offers educational seminars and a subscription coaching program for investors who do not yet qualify for full asset management, utilizing fundamental, technical, and charting analysis as part of its investment approach.
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