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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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    Mack A P
    ONTARIO, CA
    Posted on April 9th, 2023 03:41 PM
    The experience.
    Reply from Dave Stocks
    April 10th, 2023 05:55 PM
    Thanks Mack - great to get to know you!
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    Anna M W
    BREA, CA
    Posted on March 26th, 2023 10:43 PM
    David Stocks made our experience say and worry free.
    Reply from Dave Stocks
    March 28th, 2023 12:35 AM
    Thanks Anna and Happy Birthday!
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    Melba R S
    BIG BEAR CITY, CA
    Posted on February 12th, 2023 05:23 PM
    It was a pleasure working with Dave and others. They were helpful and personable. Thanks to all
    Reply from Dave Stocks
    February 13th, 2023 07:54 PM
    Thanks Melba, we enjoyed working with you also, this will serve you well.
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    Robert W S
    Seal Beach, CA
    Posted on September 10th, 2022 07:49 PM
    Dave's patience and perseverance. Dave was great at keeping in touch with us. He also explained certain situations so we could understand better.
    Reply from Dave Stocks
    September 12th, 2022 04:42 PM
    Thanks Bob and it was a pleasure to work with you and your daughter, Sandy.
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    Andrea L H
    LAKE ARROWHEAD, CA
    Posted on August 23rd, 2022 05:51 PM
    Dave Stocks is very knowledgeable. It was a pleasant experience during the process and he was there every inch of the way for me.
    Reply from Dave Stocks
    August 23rd, 2022 08:27 PM
    Thank-you Andrea, this will serve you well. See you around the mountain.
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    Carol D S
    PALM DESERT, CA
    Posted on June 27th, 2022 01:58 AM
    Dave Stocks!!! So professional, so thoughtful and caring!! I never doubted him for a second! I can't thank all of you enough! Blessings!!
    Reply from Dave Stocks
    June 27th, 2022 07:22 PM
    Thank-you Carol. It was a pleasure to work you and Randy.
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    Dorothy U K
    MISSION VIEJO, CA
    Posted on April 25th, 2022 04:55 PM
    He kept in touch. Good communication. Very personable. Always available to answer questions! Dave is definitely an asset to your company!! I enjoyed working with him!
    Reply from Dave Stocks
    April 25th, 2022 07:11 PM
    Thanks Dorothy - it was a pleasure to work with you and your daughter.
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    Paula E P
    ELVERTA, CA
    Posted on March 21st, 2022 06:39 PM
    Good communication, prompt and thorough responses to any questions and concerns; overall a fabulous and unexpected experience. Dave, thank you sooo much for guiding us through the reverse mortgage process! All went well (although slowly probably...
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    Irene D
    Costa Mesa, CA
    Posted on March 17th, 2022 03:41 PM
    Comprehensive. Knowledgeable. Professional.
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    Virginia L M
    Ontario, CA
    Posted on June 29th, 2021 02:21 PM
    Dave is very knowledgeable and professional. He is also friendly and caring. I highly recommend him to handle all of your reverse mortgage needs.
  • 11–20 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.