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My Skills

Mortgage Consultant

Category: Finance / Money
Unlike a traditional loan officer, I teach my clients how to successfully manage the largest asset and the largest debt in their life: their home. I have a fiduciary responsibility to help you efficiently manage that debt and will do so by positioning your mortgage as a powerful tool in your financial plan, one that is integrated into your long and short-term financial and investment objectives. I can show you how to successfully manage your home equity to increase liquidity, safety and rate of return, while minimizing taxes and improving cash flow. I can help you reach your retirement goals safer and faster.
I am committed to helping you make informed choices about your financing options when buying a home. There are many different ways to finance a home; to find the best option for your unique situation we must take your financial goals, as well as your payment and saving objectives, into consideration. I will work with you to outline your goals, analyze your current purchasing power, and then recommend several different strategies that will enable you to achieve those goals.
Relevant Education / Credentials
Licensed by the CA DRE #01356823
Years Experience: 10