An independent provider of reverse loans and consulting for older homeowners and their families. I have 23 years of experience assisting homeowners throughout Central and S. California to gain access to their home's equity and use the funds for any purpose.
I have been licensed with the CA Bureau of Real Estate and Loan Officer for over 40 years and have been specializing in reverse loans for the last 23 years. I found the program to be very compelling and important to determining the quality of life for a senior and for retirement planning.
I am involved in several organizations that represent seniors and focus groups within the local communities of Los Angeles and Ventura Counties, CA.
By meeting other professionals in different fields that offer services to the senior community, I feel more informed. And having these contacts helps me to direct my clients and their families to services that they might need and not know how to locate.
CPA’s, Estate Planning and Elder Law attorneys utilize my knowledge and experience for their older clients or adult children and their senior parents to maximize retirement funds by using money from a Reverse loan for caregiving or unplanned medical expenses.
I coordinate financial concerns and retirement planning with Financial Advisors by providing them with examples of how they can extend the longevity of a retirement fund beyond the traditional method and or timeline of a retirement plan for their clients.
Lastly, I assist Realtors with their senior clients who may wish to sell their current residence and downsize into one that is smaller; by using a Purchase Money Reverse loan in lieu of traditional financing that would require a mortgage payment and qualifying on income and credit.
I have been a guest speaker for APS in Ventura County, CA, a public radio station in Ventura (KVTA), and a past Board Member of the Ventura County Adult Abuse Prevention Council as well as a guest speaker for the L.A. Caregivers Assoc. and for various Rotary Clubs.
I meet my clients in their homes, throughout Central and Southern California for free consultations.
I am a native Californian, love native plants and gardening, hiking, Pickleball, and being with my adult sons, their wives, and my 5 “grown-up” grandchildren.
My personal mission is to make a positive difference in each senior's life, by providing them with accurate information on Reverse loans and assisting them in their decision process as to whether Reverse loan is appropriate for their given circumstances.
NMLS ID 229025 / CA DRE # 00880390
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