Karen takes pride in educating and helping her clients to achieve their dreams. Her mission is to make sure her clients understand what the various investments are and how they work. This will help all to understand what is necessary to retire and stay retired successfully.
As a respected professional whose career spans over 30 years, it's a perfect balance of big bank experience, having worked at JP Morgan Chase for 15 years in New York City, and private wealth expertise along with common sense. Over the years Karen has discovered that most people have been "sold" investment products that they don't understand and need someone that they can trust who will be there for the long haul. By partnering with her clients, each financial plan is unique to each individual, which can be flexible when needed should a situation change throughout the years.
Karen specializes in retirement income planning with a strong emphasis on guaranteed income for life. To make sure your "best interests" are number one, Karen is a licensed Series 65 advisor which requires her to be a "fiduciary" to her clients. Corcoran Wealth Management, LLC is also a "Registered Investment Advisor" through the State of California and has clients in AZ, HI, ID, NC, TX, and WA. Karen has been Insurance licensed through the State of California since 2010.
Corcoran Wealth Management was Co-Founded with Karen's husband and business partner, Wayne. They have been happily married since 1994 and have three wonderful young men that take up a lot of their time. If Karen is not at work she is usually on an adventure with one of the boys.