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Karen C
Series 63, Series 65
Temecula, CA
Corcoran Wealth Management LLC
Karen Corcoran is the principal of Corcoran Wealth Management LLC in Temecula, CA, with 16 years of experience in the financial industry. She holds Series 63 and Series 65 licenses and has worked at Secure Investment Management, LLC and J.D. Mellberg Financial, LLC. In addition to her advisory work, she operates an insurance agency. Corcoran Wealth Management LLC is an independent firm serving individual and high-net-worth clients. The firm provides discretionary asset management, financial planning, and consulting, using a blend of fundamental, technical, charting, and cyclical analysis, and oversees third-party managed account relationships.
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