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Dave Stocks - Lifestyle Home Loan Specialist in Irvine, CA

Dave Stocks

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Lifestyle Home Loan Specialist

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I am originally from Olympia, WA, in the Great Northwest. I have lived in Southern California since 1983. I have been a loan officer since 1990 and added HECM in 2008. I enjoy helping others get what they want, mostly more money these days.... Show More
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Reviews from Web
  • Encompass
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    Daffany D S
    Lancaster, CA
    Posted on June 30th, 2026 02:22 PM
    What made the service great was Dave's genuineness, friendliness, professionalism, and willingness to hear us and guide us in the direction we needed to go.
    Reply from Dave Stocks
    June 30th, 2026 05:08 PM
    Daffany, I'm grateful for your kind words and I enjoyed working with you and Melvin. Both of you are a blessing to Valerie and I.
  • google
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    Daffany S
    Posted on June 30th, 2026 12:00 AM
    Thank you, Dave. What made the service great was Dave's genuineness, friendliness, professionalism, and willingness to hear us and guide us in the direction we needed to go.
  • Encompass
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    GAIL K B
    Pasadena, CA
    Posted on June 8th, 2026 05:46 PM
    Nothing in particular just excellent customer service by Dave, Paige and PK
    Reply from Dave Stocks
    June 8th, 2026 06:12 PM
    Thanks Gail and I hope you John get the most from your new loan.
  • Encompass
    K
    Kathryn A V
    Irvine, CA
    Posted on April 27th, 2026 05:26 PM
    Everyone was patient, courteous, and worked hard to rush my loan.
    Reply from Dave Stocks
    April 27th, 2026 06:21 PM
    We wish you the best Kay and hope this loan serves you well.
  • Encompass
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    Diane M M
    Laguna Niguel, CA
    Posted on January 27th, 2026 03:25 PM
    Dave walked me through the process which would have been overwhelming. He answered all questions, gave clear answers. And he's patient. Overall a nice human!
    Reply from Dave Stocks
    January 27th, 2026 07:05 PM
    I enjoyed working with you Diane and your daughter!
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    Jonathan J P
    Los Angeles, CA
    Posted on February 28th, 2025 11:30 AM
    He stayed in constant contact with me.
    Reply from Dave Stocks
    March 1st, 2025 01:57 AM
    Jonathan, I really appreciate your kind words and enjoyed working with you.
  • Encompass
    A
    Aster C
    Carlsbad, CA
    Posted on February 23rd, 2025 11:29 PM
    Enhancing our level of understanding about "Reverse Mortgage" and the benefits that it brings to our quality of life as retiree.
    Reply from Dave Stocks
    February 25th, 2025 01:30 AM
    Hi Aster, it is always a pleasure to help you and Rich. Enjoy your travel plans!
  • Encompass
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    Martina H G
    HUNTINGTON BEACH, CA
    Posted on March 5th, 2024 03:02 PM
    Nice helpful guy
    Reply from Dave Stocks
    March 6th, 2024 03:52 AM
    Thanks again for your trust in me.
  • Encompass
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    Phyllis J D
    SAN DIEGO, CA
    Posted on January 5th, 2024 05:21 PM
    Dave kept in touch with me through each step of the process and answered all my questions.
    Reply from Dave Stocks
    January 5th, 2024 06:38 PM
    Thanks Phyllis, I enjoyed working with you. I hope your home improvements go well.
  • Encompass
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    Barbara A B
    LAGUNA HILLS, CA
    Posted on August 1st, 2023 11:20 AM
    Dave made it great, he's so kind and takes his time to makes sure you understand everything.
    Reply from Dave Stocks
    August 1st, 2023 03:37 PM
    Thanks Barbara, it was a pleasure to work with you.
  • 1–10 of 29
    About
    I am originally from Olympia, WA, in the Great Northwest. I have lived in Southern California since 1983. I have been a loan officer since 1990 and added HECM in 2008. I enjoy helping others get what they want, mostly more money these days. I also seek financial peace for both my clients and I and just happen to be a Lifestyle Home Loan Specialist.
    Products & Services
    Mortgage Loan Officer
    Reverse Loans
    Reverse Mortgage
    Specialities
    Proprietary Reverse Mortgages
    HECM refi
    HECM for Purchase
    Traditional HECM
    Lifestyle Home Loans for seniors 55+.
    What is the Search Rank Score®?
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    Positions
    • Mutual of Omaha - Loan Officer
      Jan 9, 2020 - Current
    Memberships
    • Gideons
    • South Shores Church
    Addresses and Serving Areas

    Year Started

    1990

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS # 519732
    Hobbies
    • Hiking and biking.
    • Walking and hiking.
    • I enjoy hiking and watching sports, usually the NFL.