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Lisa San Vicente - Reverse Mortgage Specialist in Walnut Creek, CA

Lisa San Vicente

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Reverse Mortgage Specialist

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Helping seniors secure a financially stable retirement. Are you 62 or older and looking for ways to enhance your financial security during retirement? I am passionate about empowering seniors to achieve peace of mind by incorporating hous... Show More
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Reviews from Web
  • Encompass
    B
    Brandy L
    VACAVILLE, CA
    Posted on January 14th, 2021 03:59 PM
    At the beginning they had ALL of our info and issues. They told us it would take 4-6 weeks. Over the next months they kept coming back to us asking for more and more, this is what they do as a business, we should have been given a complete...
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  • FTP
    P
    PAMELA K
    Atwater, CA
    Posted on September 16th, 2019 08:03 PM
    Very impressive and professional :)
  • 31–32 of 32
    About
    Helping seniors secure a financially stable retirement. Are you 62 or older and looking for ways to enhance your financial security during retirement? I am passionate about empowering seniors to achieve peace of mind by incorporating housing wealth into their overall financial plans. I love to sit at the kitchen table with my customers to explore strategies that can help eliminate monthly mortgage payments and create a more stable future.
    Products & Services
    Mortgage Loan Officer
    Mortgage Refinance
    Specialities
    Reverse Mortgages
    Reverse Mortgage for Purchase
    Reverse Mortgage Refinances
    The HECM for Purchase Program
    JUMBO Reverse Mortgages
    JUMBO for Purchase
    The HECM Program
    HECM to HECM Refinances
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    Positions
    • Mutual Of Omaha Mortgage - Reverse Mortgage Specialist
      Mar 1st, 2018 - Current
    • Leveraged Marketing, Inc. - President and Co-Founder
      Jan 1st, 2005 - Mar 1st, 2018
    Addresses and Serving Areas
    Primary Serving Area

    Year Started

    2018

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS # 1695510