Financial Advisors
Los Angeles, CA
EFC Wealth Management is a Los Angeles-based financial advisory firm specializing in comprehensive retirement planning for individuals and families. Founded and led by Chief Financial Architect Cory, the firm guides clients through their retirement journey using their proprietary 'Code to Retirement™' framework—a five-element approach covering investments, income planning, tax planning, healthcare, and legacy planning. EFC's 'Sound Fiscal House' process delivers customized financial blueprints designed to help clients build security, reduce tax exposure, and create lasting family legacies.
Ideal for: Pre-retirees and retirees seeking comprehensive retirement income planning, high-net-worth individuals needing tax optimization strategies, families prioritizing legacy and estate planning
Service area: Los Angeles and surrounding Southern California areas
Code to Retirement™ Framework: Proprietary five-element retirement planning system (investments, income planning, tax planning, healthcare, legacy planning) designed to simplify and structure retirement decisions.
Sound Fiscal House Process: Six-point comprehensive building process that includes financial stress testing, customized income plans, detailed tax strategy, risk analysis, and estate planning integration.
Proactive Tax Planning: Specialized focus on tax reduction strategies for retirement accounts, Social Security, investment income, Medicare, and estate planning to protect retirement income.
Address: 5777 W Century Blvd #985, Los Angeles, CA 90045
Phone: (310) 645-0001
Website: efcwealthmanagement.com
Looking for more options?
See more Financial Advisors in Los Angeles →