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David Garrison - Reverse Mortgage and HECM for Purchase Advisor in San Diego, CA

David Garrison

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Reverse Mortgage and HECM for Purchase Advisor

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I have spent my career in sales and business management; recently selling and retiring from my own company after 36 years. I advised my mother on a HECM a number of years ago and it served her well as her assets dwindled and she could no lo...... Show More
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Overall Ratings
4.91
(44)
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Reviews from Web
  • 5.0
    google
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    Christine J
    Posted on April 6th, 2026 02:07 PM
    amazing knowledge.
  • 5.0
    Encompass
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    Christine J
    Indianapolis, IN
    Posted on April 6th, 2026 02:04 PM
    David was knowledgable and patient
    Reply from David Garrison
    April 6th, 2026 04:40 PM
    Thank you Chris. It was a pleasure working with you
  • 5.0
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    Marilyn S
    Posted on February 6th, 2026 01:37 PM
    David Garrison made our experience getting a reverse mortgage a very positive experience. He is honest, authentic, and very knowledgeable. His availability to us was excellent, even staying in touch and answering questions when he was out of...
    read more
    Reply from Owner
    February 6th, 2026 03:49 PM
    Why thank you, Marilyn!
  • 5.0
    Encompass
    M
    Marilyn S
    Fishers, IN
    Posted on February 6th, 2026 01:33 PM
    David Garrison made our experience great. He was always available to us when we had a question, even when he was out of state for Christmas!
    Reply from David Garrison
    February 11th, 2026 01:34 PM
    I'm really glad to hear that I could assist you effectively, Marilyn. Being available for my clients is important to me, no matter where I am. If you have any further questions or need assistance in the future, don't hesitate to reach out.
  • 5.0
    google
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    CE U
    Posted on October 2nd, 2025 11:57 PM
    Working with Dave was a pleasure. He is very knowledgeable on HECM and very respectful to work with us. He had patience explaining the process and how the HECM works. He was very low key in sales process and worked with us on our schedule.
    read more
    Reply from Owner
    October 3rd, 2025 01:05 PM
    Thanks much for the review. Pleasure working with you
  • 5.0
    Encompass
    R
    Ron P
    Greenwood, IN
    Posted on October 2nd, 2025 11:54 PM
    Dave explained the HECM to make it easy to understand. We also had confidence in the Mutual Omaha as a reputable brand. Dave and Sarah were very good at communications of the process.
    Reply from David Garrison
    October 3rd, 2025 01:05 PM
    Thanks Ron!
  • 5.0
    Encompass
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    Michael B
    INDIANAPOLIS, IN
    Posted on August 4th, 2025 06:42 PM
    Great communications and prompt response.
    Reply from David Garrison
    August 4th, 2025 08:13 PM
    Thank you Michael. DG
  • 5.0
    Encompass
    J
    James S B
    Martinsville, IN
    Posted on July 16th, 2025 08:04 PM
    Good communication
    Reply from David Garrison
    July 16th, 2025 08:11 PM
    Thanks Jim. Pleasure working with you and Barbara
  • 5.0
    Encompass
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    Clarinda C
    Franklin, IN
    Posted on May 7th, 2025 09:54 PM
    David is a great advisor.
    Reply from David Garrison
    May 8th, 2025 01:50 PM
    Thanks Rinn
  • 5.0
    Encompass
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    Christopher J T
    Mooresville, IN
    Posted on March 8th, 2025 04:42 PM
    His guiding me through the process.
  • 10 of 44
    About
    I have spent my career in sales and business management; recently selling and retiring from my own company after 36 years. I advised my mother on a HECM a number of years ago and it served her well as her assets dwindled and she could no longer manage her affairs. I practice what I preach. My wife Carol and I recently entered into a Home Equity Conversion Mortgage, primarily as a hedge against future market sequence of returns. I have always felt the the equity in one’s home was a largely ignored asset that needed to be leveraged. The HECM has a very strong value proposition for us baby boomers and I think it important to be considered in one’s retirement planning.
    Specialities
    HECM, HECM For Purchase, Lifestyle Loan
    420
    /850
    Search Rank Score
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    Year Started

    2017

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS #1595194
    Gallery
    Gallery Photo
    Hobbies
    • Sailing, Music, Reading, Volunteering, Cruising