1033 B Avenue, Suite 105, Coronado, CA 92118 | Branch NMLS# 920781
Avid skier, runner and outdoor enthusiast. I love cooking and entertaining with friends and family. And of course, I love to travel especially with my daughter.
Avid skier, runner and outdoor enthusiast. I love cooking and entertaining with friends and family. And of course, I love to travel especially with my daughter.
My goal for our Private Clients is to help optimize assets by providing the best financing options and strategies available with concierge-style service. I believe in a relationship based philosophy versus transaction based. Over the years I have found that genuine dedication to my clients, coupled with integrity and sincere care for the impact their decision will have for them both short and long term, is the reason for my success. And bonus, I have developed some wonderful friendships along ...Read More
My goal for our Private Clients is to help optimize assets by providing the best financing options and strategies available with concierge-style service. I believe in a relationship based philosophy versus transaction based. Over the years I have found that genuine dedication to my clients, coupled with integrity and sincere care for the impact their decision will have for them both short and long term, is the reason for my success. And bonus, I have developed some wonderful friendships along the way. Nearly 100% of my business is by referral from long standing clients - the highest form of compliment. Clients have relied on me to manage their mortgage debt over the course of many years. Trusted financial advisors and consultants have relied on me to provide professional mortgage consulting to their clients and Realtors who understand the importance of structuring mortgage debt at the initial purchase to maximize tax benefits for their clients.
"Private Client Mortgage - Providing Integrated Financial Strategies to help clients optimize assets"
"Private Client Mortgage - Providing Integrated Financial Strategies to help clients optimize assets"
Private Client Mortgage Consultant for over fifteen years, specializing in helping clients integrate their home equity and mortgage into their overall comprehensive financial strategy to maintain liquidity and wealth preservation. Provide clients with the financing options which will meet their short-term and long-term goals by working closely with their financial advisors. Affiliation with CMG Financial offers proprietary loan option to accelerate de-leveraging while maintaining liquidity (All- ...Read More
Private Client Mortgage Consultant for over fifteen years, specializing in helping clients integrate their home equity and mortgage into their overall comprehensive financial strategy to maintain liquidity and wealth preservation. Provide clients with the financing options which will meet their short-term and long-term goals by working closely with their financial advisors. Affiliation with CMG Financial offers proprietary loan option to accelerate de-leveraging while maintaining liquidity (All-In-One™ Loan). Specialties :Accounting/audit background; Certified Mortgage Planner; Affiliate member of Financial Planners Association; California Real Estate License; Work closely with investment advisors, financial planners and accountants to ensure client's best interests are obtained foremost. Association with Mortgage Banker and Broker provides competitive options for clients. Certified Home Ownership Accelerator Consultant for high net worth individuals and wealth management.
Business/Accounting California State University Fresno
Business/Accounting California State University Fresno
Involved with Best Buddies International, raising funds and awareness for intellectually challenged youth.
Delivering the right loans for the right reasons in a way that exceeds all expectations. That’s our business. Since 1993, CMG Financial, has served home buyers and homeowners nationwide with all of their new purchase and refinance needs. All CMG Loan officers specialize in new purchase and refinance mortgage needs as well as act as a financial counselor to help borrowers make informed decisions.
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