- Mathius Marc Gertz
- Reverse Your Thinking ®Mortgage
- NMLS ID: 1125159 Member Since 2021
- 1620 Broadway
Santa Monica, CA 90404- 310-447-5266
- Send a Message
- https://www.reverseyourthinking.mortgage
As a Certified Divorce Lending Professional, (CDLP®), I focus my practice on helping divorcing homeowners make a more informed decision regarding their home equity solutions and the divorce team identify any potential conflicts between the divorce settlement, the mortgage, and the real property.
I act as a trusted advisor for divorce, estate planning & bankruptcy attorneys as well as CPAs, financial planners, traditional mortgage brokers & probate & professional fiduciaries about reverse mortgages. I help you separate fact from fiction and Reverse Your Thinking ® about reverse mortgages!
MY PHILOSOPHY: I maintain a holistic collaborative approach to the reverse financial planning process that includes educating advisors and keeping them current on financial strategies to help protect the quality of their client's lives. I believe that the key to a successful long-term retirement plan is open communication and being proactive, along with a plan designed to address the unique needs and goals of each and every client. I collaborate with clients and advisors on the topics of budgeting, debt reduction, wealth creation, and asset protection. The three watch-words of my practice are: collaborate, educate, problem-solve. Personally, my passions are scuba, travel, philanthropy & family. I believe in making a list of what you love to do & working to design your world around it. I enjoy spending time with my son in Boy Scouts of America & going to the theatre, museums, watching films, and spending time with family & friends.
WHO WE WORK WITH: We work closely with homeowners of any age via their trusted advisors & their families to custom design a program that will solve problems effectively and economically. Because we are a brokerage, we represent eleven different reverse products companies & fifteen different products, including a student loan alternative. We are able to handle credit and income issues that frequently derail applications on reverse loans & lines of credit up to $6mil. Our purpose is to educate, problem solve and collaborate with allied professionals & their clients to help find solutions to financial issues proactively & creatively
MY QUALIFICATIONS:
- CDLP/ Certified Divorce Lending Professional
- AFC/Accredited Financial Counselor
- CAPS/Certification Aging in Place Designation
- MBA 36 yrs Experience in Financial Services
Free Consultation Calls
When you need to count on expertise, we're here to help. Reverse Your Thinking® Mortgage offers free consultation calls to clients. Let us be your first call, with no obligation. 310-447-5266
Call to learn more:
https://www.reverseyourthinking.mortgage
310-447-5266
DRE #001999021 | NMLS #1125159
Connect with us on social: https://www.linkedin.com/in/mathius-marc-gertz/
Connect with us on social: https://www.facebook.com/reverseyourthinking
Connect with us on social: https://twitter.com/RYTReverse
Connect with us on social: https://instagram.com/RYTReverse/
NMLS ID: 1125159
Licensed in the following states:
- California
- 1620 Broadway
How can I help you? Register for weekly divorce mortgage planning tips and newsletter; Download Divorcing Homeowner Workbook or Request More Information.
Always work with a Certified Divorce Lending Professional (CDLP®) when going through a divorce and real estate or mortgage financing is present.
This is for informational purposes only and not for the purpose of providing legal or tax advice. You should contact an attorney or tax professional to obtain legal and tax advice. Interest rates and fees are estimates provided for informational purposes only and are subject to market changes. This is not a commitment to engage in a loan transaction. All loan products and loan amounts may not be available in your area and are subject to credit and property approval pursuant to agency and investor guidelines. Information, rates and programs are subject to change without prior notice.
Copyright Divorce Lending Association. No portion of this content may be reproduced without the written consent of the Divorce Lending Association.
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