Business Description:
We are truly passionate about our profession and the result is that nearly one hundred per cent (100%) of our business is by referral from satisfied clients, trusted financial advisors and the most experienced Realtors in the country. Our mission is to guide you through the entire home loan process, so that you feel confident about the options available for your financing strategy. With many years and a wide range of experience in the mortgage industry, our dedicated team will stand ready to assist you every step of the way.
About Me
Dan has been a top producing mortgage planner for over 20 years but makes you will feel like you are his only client. He uses the very best strategies to fit your specific financial needs, and will give straight advice combined with creative options. Dan is a master troubleshooter/problem solver and carefully monitors all the intricacies of your file to ensure a smooth process.
Dan lives in Encinitas, CA with his wife and business partner Emily, their sons Hudson and Wyatt and 3 dogs Hugo, Carlos and Buster. He is an active member of the National Association of Realtors (NAR), Certified Mortgage Planning Specialist Organization (CMPS), The National Association of Mortgage Brokers (NAMB) and the YMCA Dreamcatcher Campaign. Look for Dan at the beach with the family or enjoying time with his friends and family around town!