Reverse Mortgage Lender

Carlos Perez, Ph.D.

NMLS #1507794 - CA BRE#: 01303256NMLS

(714) 767-2064

Welcome!

I am truly honored to be able to help multi-generational families with the seniors parents/grandparents being more effective in meeting their goals with programs and services that better meet their needs and wants. Change is part of life and it can be both challenging and frightening, but it can also be exciting to see families transition well throughout their stages of growth and maturity. I want to make it as smooth as possible to transition from one stage to another. I want to share more options with families, not less, in order to consider both traditional and contemporary tools to make well-informed decisions in today’s marketplace. My team and I are here to help you and your family and friends achieve your housing, financing, and retirement goals. I am looking forward to meeting you and your family.

 
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