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EFC Wealth Management Firm

EFC Wealth Management Firm

Reviews Summary

The reviews consistently praise EFC Wealth Management for its professional, knowledgeable, and caring team, particularly highlighting personalized financial planning, retirement strategies, and tax optimization. Clients appreciate the warm, family-oriented atmosphere, transparent communication, and trustworthiness. Many note significant improvements in their financial confidence and retirement preparedness, strongly recommending the firm for its expertise and client-focused approach.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

5777 W Century Blvd #985

Los Angeles, California 90045

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9:30AM-5:30PM
Tuesday 9:30AM-5:30PM
Wednesday 9:30AM-5:30PM
Thursday 9:30AM-5:30PM
Friday 9:30AM-1PM
Saturday Closed

Customer Reviews

This is a Wonderful very professional Company. Cory and his staff are very warm and welcoming from the day I walked into their office. I was never good at math nor did I have a clear understanding of all the LAYERS involved with investing and managing funds for my future retirement plan. Nonetheless, Cory and his staff made it plain and in an ABC sort of way, which has provided a retirement plan that I understand and I'm grateful. It has giving me a sense of peace to know that I will be able to live the

I highly recommend EFC. They were incredibly helpful in guiding me through planning for retirement. EFC is knowledgeable, patient, communicative, trustworthy, and personalized. They took the time to understand my unique financial situation and created a customized plan that aligned with my goals and risk tolerance.

EFC has helped us grow our money for the last five years. Cory Chapman and his staff are wonderful and truly care about you and your family. I highly recommend EFC Wealth Management.

After researching for a fiduciary advisor with a solid consistent client service experience, I selected EFC Wealth. They helped me realize that I had done a great job at saving BUT I needed a better plan for reducing my future retirement tax burden, asset diversification and options to consider in building a wealth sustainable portfolio for my hopeful long retirement years. They made sure I was comfortable with my investment choices and provided information to be a more informed client. I have been with the

We are new customers of EFC Wealth Management and really looking forward to working with Cory and the team. He is very personable and very transparent. So Happy!!

Cory Chapman and his team are working diligently to ensure that I have a secure retirement, with lots of $$$ for fun adventures. I trust EFC Wealth Management with my future. You should check them out!!

Cory and his team are awesome . I am very pleased and happy to have Cory as my financial advisor . Cory is very knowledgeable and care about his clients . I am happy I chose EFC Wealth.

EFC is awesome. The team is professional. They treat everyone as family, and really get to know you as a person and work with you to have the retirement you desire and deserve.

Attending EFC State of the Union program. This is my first introduction to the firm. Impressive presentations. A wealth (no pun intended) of knowledge shared. I look forward to learning more about EFC. Thank you EFC!

The EFC Wealth Management Firm has an active philosophy of "Helping You Turn Your Dreams Into Reality!" Partners Cory and Delilah Chapman are the Husband and Wife team catalysts at the helm of the EFC family of businesses, that is inspired to make a difference in the lives of their clients. My wife and I are extremely happy with the personal touch in the development of our sound retirement plan. The entire EFC Elite Team are excellent client service team members who are professional, knowledgeable, and alwa

EFC WEALTH Management CORY and his team are INCREDIBLE besides treating my family he educates all their clients they teach you and teach you about the money they tell you how they work behind the scenes he truly care about us and wants the best for everyone who wants to make sure we have the most money coming back to us when we retire I truly am invested and appreciateCory and the team

Cory Chapman's, 2025 State of the Union was very informative. Investing is very important for my financial success.

Very professional and welcoming atmosphere. EFC, Cory came highly recommended by a colleague and thus far are impressed with our portfolio performance.

Ever since Carmen and I decided to have our Chapman at EFC manage our retirement funds and financial planning, it has take a big burden off our shoulders. EFC has guided our investment decisions taking a comprehensive approach to preserve, grow, and secure our retirement funds yet plan for strategic withdrawals to minimize tax burdens. Cory, Delilah, and the EFC are dynamic and engage to help us every step of the way. I highly recommend them and hope that you too will find that peace of mind and secure you

Cory and Delilah and team have all the traits needed to successfully manage my portfolio. They: 1. Have a proven track record of performance and service 2. Get clients who stay with them and who recommend them to their friends 3. Have a deep understanding of the market 4. Have solid ?soft skills? (professional as well as kind) 5. Put my needs first 6. Are curious. They listen to my small details to understand and then put it all together to create my personalized portfolio. I highly recommend Cory

A very comfortable money management process... I was gently guided through EFC?s plan for my fiscal security & freedom. All of my questions (anticipated & asked) were answered to my satisfaction. Corey & the staff @EFC are warm & caring & professional... I'm Verrrry pleased with EFC.

Cory and his team take the time to understand your objective for retirement and provide the best strategy to attain that for you.

Very knowledgeable company who truly looks out for thir clientele. Very diverse investment strategies and great tax info.

If you are getting ready for your retirement, DO NOT start this journey without seeking financial planning from EFC Wealth Management!

I am a client and very happy with EFC! I encourage researching and considering their services!

Impressed beyond words with Cory and his wonderful staff at EFC--they are canny about investments, up to the changing events on the investment scene and caring about their investors. I feel safe and heard in their hands.

Everyone at EFC has been so warm and welcoming! Cory and Delilah are so knowledgeable and personable. I'm so happy I found a firm that I can trust.

Cory you're da best. Sherrie you're da best. Eileen you're the da best

Mr. Chapman and Ms. James are the epitome of ultimate professionals. Intelligent, warm, kind and knowledgeable. I'd give them a ten star rating but the max is a five star.

Cory is down to earth and took the time to really explain my options so I could make informed decisions regarding my financial situation.

I love my wealth management firm, they are professional and are always there to help with questions or concerns regarding finances, such as stocks and bonds, iRAs etc

The team is very professional, friendly and family oriented. Glad to be part of the EFC family.

EFC is full of advantageous benefits

Friendly service and great financial services

This is a great firm! I love working with EFC!

Great company! Great people. Great financial advice!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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