A complete list of active advisors currently associated with EFC Wealth Management Firm LLC

Warmer can help you find a great advisor at EFC Wealth Management Firm LLC or one who fits your needs even better.

EFC Wealth Management Firm, LLC provides discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm also offers educational seminars and a subscription "Jumpstart" coaching program intended for investors who do not yet qualify for full asset management services. EFC builds investment programs around each client’s goals, time horizon, and risk tolerance and has authority to execute trades on a discretionary basis; it may engage sub‑advisors and third‑party managers (including platform arrangements) to implement model strategies. The firm describes use of fundamental, technical, and charting analysis, conducts periodic account reviews at least annually, and provides limited‑scope ERISA 3(21) fiduciary services for retirement plans. Notable distinctions in the brochure include affiliated business activities that are uncommon among peers: the managing member operates an insurance agency and is a licensed real estate agent, and the firm discloses that representatives may receive external compensation from insurance and real‑estate transactions with related conflicts addressed through disclosure and stated mitigation procedures. EFC’s combination of public workshops, a lower‑asset subscription coaching offering, and routine use of sub‑advisors for portfolio implementation is presented as a focal part of its client service model.

To learn more about the advisors currently working at EFC Wealth Management Firm LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Cory Chapman	Los Angeles, CA	28
Ba Rack Little	Los Angeles, CA	2
Dante Sanchez	Los Angeles, CA	2

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support