Dianne Galliano


Dianne has an Associate of Arts degree from Palomar College in California. Her education also includes IBM Computer College, American Institute of Banking, Numerous Estate Planning Courses at the University of California and the State Bar of California. She is a Certified Fund Specialist which she retrieved at the Institute of Business and Finance. She is also a certified IRA Distribution Specialist and Long Term Care specialist. She also has a Financial License, Series 6, 63. 

Personal and Executive Experience

Dianne Galliano worked as a Financial Services Officer for Union Bank and Bank of America analyzing income tax statements and preparing cash flow analyses.  She has 20 years experience as an Estate Planning Paralegal specializing in Trust and Elder Law.  She has conducted hundreds of Estate Planning seminars throughout Southern California.

Personal Commitment

To provide superior quality service, supported by experience and maintained by continuing education.  We are confident you will achieve your financial goals and expectations.