Privacy Policy

Effective date: November 4, 2026

1. Who we are

This website, corychapman.com, is operated by Cory Chapman and EFC Wealth Management Firm, LLC (“EFC,” “we,” “us,” or “our”). Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. This Privacy Policy explains what information we collect when you visit this website, how we use it, and the choices you have.

2. Information we collect

Information you give us. When you fill out a form, book a strategy session, take the Code 2 Retirement™ Readiness Test, register for an event, or contact us, we may collect:

• Your name, email address, phone number and city
• Details you choose to share about your retirement goals or financial situation
• Event or program registration details

Information collected automatically. When you browse the site, we and our service providers may collect technical information such as your IP address, browser and device type, pages visited, and how you arrived at the site, using cookies and similar technologies.

3. How we use your information

• Respond to your questions and requests
• Schedule consultations and confirm event or program registrations
• Send you information you have asked for, such as assessment results, educational content or event updates
• Operate, secure and improve this website, including preventing spam and fraud
• Comply with legal and regulatory obligations

4. Third-party services we use

Some features of this website are provided by trusted third parties, each with its own privacy policy:

• Calendly – to schedule strategy sessions
• Typeform – for the Code 2 Retirement™ Readiness Test
• Google Analytics – to understand how visitors use the site
• Google reCAPTCHA – to protect our forms from spam
• Keap (Infusionsoft) and Zapier – to manage and route the information you submit through our forms
• YouTube – for embedded videos

When you use these features, the information you provide is also handled under that provider’s privacy policy.

5. Cookies

Cookies are small files stored on your device that help the website work and help us understand how it is used. You can block or delete cookies in your browser settings; some parts of the site may not work properly if you do.

6. How we share information

We do not sell your personal information, and we do not share it with ad networks, ad exchanges or data brokers. We share information only:

• With service providers who help us run this website and our business, and only as needed to provide their services
• To comply with laws, regulations, legal process or requests from regulators
• To protect our rights, prevent fraud or resolve disputes
• In connection with a merger, sale or transfer of our business
• With your consent

If you give us your mobile number and consent to receive text messages, we will not share your phone number or SMS consent with third parties for their marketing purposes. Message and data rates may apply, and you can reply STOP at any time to opt out.

7. How we protect your information

We use reasonable physical, electronic and procedural safeguards to protect the information you provide, and we limit access to people who need it to do their jobs. No website or method of transmission is completely secure, so we cannot guarantee absolute security.

8. How long we keep information

We keep personal information only as long as needed for the purposes described in this policy, or as required by law and industry regulations.

9. Your choices and rights

• You can unsubscribe from our emails at any time using the link in any message
• You can ask us to access, correct or delete the personal information you have given us through this website

California residents: Under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), you may have the right to know what personal information we collect, to request its deletion or correction, and to opt out of its sale or sharing. We do not sell or share personal information for cross-context behavioral advertising. We will not discriminate against you for exercising these rights. Some information may be exempt under these laws, for example information covered by financial privacy regulations.

To make a request, contact us using the details below. We may need to verify your identity before responding.

10. Children’s privacy

This website is not directed to children, and we do not knowingly collect personal information from anyone under 18.

11. Clients of EFC Wealth Management

If you become a client, your account information is also governed by EFC Wealth Management Firm, LLC’s client privacy notice, available at efcwealthmanagement.com/privacy-policy.

12. Changes to this policy

We may update this Privacy Policy from time to time. Changes take effect when posted on this page, and the effective date above will be updated.

13. Contact us

EFC Wealth Management Firm, LLC
Attn: Privacy Officer
5901 W. Century Blvd., Suite 1516
Los Angeles, CA 90045
Email: info@efcwealthmanagement.com
Phone: +1 (310) 645-0001 or +1 (888) 898-0837