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Corcoran, Diane

Firm/Organization:
LifeStyle Management LLC
2682 Rodman Drive
Los Osos, CA - 93402
dee@lifestyle-mgmt.com
http://www.lifestyle-mgmt.com
Phone: 805.534.9550 / Fax: 844.270.6286


Date of Admission To State Bar: N/A
Area of Practice:
  • Conservatorship/ guardianship
  • Probate/Trust/Estate Planning

Biography:

Background:  MBA, BS (Psychology), CA Licensed Professional Fiduciary (#PF762), CA Insurance (Life, Health, Annuities -- #0E25464),  CA Partnership Insurance Certified, FINRA Certified (Series 7, 63, 66), AAMS Certified; 20+ years business ownership, 30+ years working with individuals and small businesses; management background: computer facilities/information centers, finance/banking, city government, large/small business organization maximization

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