Hi, I’m Carlos, and I’ve served families in California for over 21 years. For more than 17 years, I’ve specialized in educating families and their advisors about reverse mortgages, real estate, and home financing. Often overlooked and misunderstood, it’s my mission to show people the power and value of the strategic use of home equity for retirement planning and success.
As America’s #1 Retail Mortgage Lender, my team and I offer a wide range of reverse mortgage options for clients 55 and older. I’ll walk you through how these financing solutions can help improve your retirement finances and help you achieve your goals, including paying for home repairs, moving to a new place, or covering medical expenses. Together, we’ll make a plan that works for you.
On a personal note, I’ve been married to my wife, Tracy, for 26 years, and we’ve been able to adopt three of our four girls. I love being part of the West Ventura County community.