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Bruce McPherson - Senior Reverse Mortgage Advisor in San Diego, CA

Bruce McPherson

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Senior Reverse Mortgage Advisor

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I have specialized in reverse mortgages since 2003. I enjoy helping seniors choose the right reverse mortgage product and option(s) to fit their needs. I also enjoy educating financial advisors, accountants, realtors, MLOs and anyone else... Show More
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  • Encompass
    E
    Ellen S S
    La Jolla, CA
    Posted on August 18th, 2025 02:58 PM
    Our experience was excellent from beginning to the end. Theresa was wonderful to work with ; an excellent communicator, patient, responsive and available.She ferried us through the process with ease and in very rapid time.
    read more
    Reply from Bruce McPherson
    August 23rd, 2025 03:00 PM
    Ellen, thank you for sharing your excellent experience. I'm thrilled to hear that working with Therese made the process smooth and efficient for you. Her communication skills and dedication truly make a difference, and I'm glad she was able...
    read more
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    Peter L S
    La Jolla, CA
    Posted on August 8th, 2025 05:40 PM
    We worked primarily with Therese Burgueño, who was very helpful and accommodating.
    Reply from Bruce McPherson
    August 13th, 2025 05:41 PM
    It's wonderful to hear that you had such a positive experience working with Therese Burgueño. I'm pleased to know that she was helpful and accommodating throughout the process. If there's anything else I can assist you with at Mutual of Omaha,...
    read more
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    William B S
    Coronado, CA
    Posted on July 2nd, 2025 03:56 PM
    Professional handling of application and closing process
    Reply from Bruce McPherson
    July 7th, 2025 03:58 PM
    I'm pleased to hear that you found the application and closing process handled professionally. It was a pleasure assisting you, and I appreciate your feedback.
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    Vernie A S
    Carlsbad, CA
    Posted on April 9th, 2025 06:37 PM
    I was hoping you would ask. Everybody I worked with was highly qualified, thorough, professional, and easy to work with...Especially Bruce McPherson and Therese Burgueno...Bruce went over and above to get me this reverse mortgage, he absolutley...
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    Carla B M
    SAN DIEGO, CA
    Posted on May 17th, 2024 03:39 PM
    Bruce was always available well informed and very important to me personally polite and well manerec
    Reply from Bruce McPherson
    May 18th, 2024 12:10 AM
    Thank you Carla, I enjoyed working with you and your friend! Thank goodness we managed to get FHA Approval for your condo despite the challenges with your HOA. I'm so glad everything worked out, and I'm so happy for you!
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    Thomas W W
    CARLSBAD, CA
    Posted on April 1st, 2024 02:27 PM
    As previously mentioned
    Reply from Bruce McPherson
    April 6th, 2024 02:32 PM
    Thank you, Thomas, for your wonderful review and excellent rating. I'm delighted that you're pleased with the service you've received. At Mutual of Omaha, we strive to provide the best service possible to all of our customers. Your feedback...
    read more
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    Raquel J T
    Chula Vista, CA
    Posted on October 14th, 2023 01:29 AM
    Bruce was extremely thorough. His knowledge and experience gave me confidence while making my decision to do a reverse mortgage. His calm demeanor made me feel comfortable.
    Reply from Bruce McPherson
    October 19th, 2023 01:32 AM
    I sincerely appreciate your glowing review, Raquel. Your confidence in my advice and expertise means a great deal to me! It was my pleasure to guide you through the process of getting a reverse mortgage and I'm glad that you felt comfortable...
    read more
  • Encompass
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    Sandra M
    MONTROSE, CA
    Posted on October 11th, 2023 07:36 PM
    It was very efficient
    Reply from Bruce McPherson
    October 12th, 2023 08:57 PM
    Thank you Sandy, I enjoyed working with you!
  • Encompass
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    Adela R
    GILROY, CA
    Posted on October 4th, 2023 04:47 PM
    Bruce as always was very helpful. He was with me through the whole process . With his knowledge and support I know he achieved the best outcome for me.
    Reply from Bruce McPherson
    October 12th, 2023 09:13 PM
    Thank you Adela! And thank you to your daughter who was so helpful throughout the process!
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    Dora L H
    San Diego, CA
    Posted on September 3rd, 2023 01:22 AM
    He explained in details all the steps 🙏🏼and it took less time that what I expected, and the best blessing I didn’t t have to sell my house🙏🏼another he took the time to call me when he was on his vacation, thank you so much 💯
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    About
    I have specialized in reverse mortgages since 2003. I enjoy helping seniors choose the right reverse mortgage product and option(s) to fit their needs. I also enjoy educating financial advisors, accountants, realtors, MLOs and anyone else who serves older clients. Mutual of Omaha Mortgage, a Mutual of Omaha Insurance subsidiary, is one of the largest Reverse Mortgage lenders in America, licensed to operate in 48 states. We have an A+ rating from the Better Business Bureau.
    Products & Services
    Mortgage Loan Officer
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    Year Started

    2003

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS #460067