Trusted
Real Estate &
Mortgage Guidance
I help homeowners buy, sell, refinance, and access home equity with clear guidance and a personalized approach.
Work with one California-licensed advisor who handles both the real estate transaction and the financing strategy.
One Trusted Advisor for Real Estate and Home Financing
For many homeowners, the process can feel overwhelming. There are a lot of moving parts, important financial decisions, and unanswered questions.
I help simplify that process.
Because I work in both real estate and mortgage financing, I can help clients look at the full picture instead of just one piece of it. Whether you are preparing to buy, sell, refinance, or access your home equity, my goal is to help you understand your options and move forward with confidence.
Clear guidance from start to finish
Help with both financing and real estate strategy
Personalized advice based on your goals
A professional, responsive, relationship-focused approach
Who I Help
I work with homeowners and buyers who want straightforward guidance and a smoother experience.
These are some examples of situations I help my clients through:
Homeowners considering refinancing
Clients exploring a HELOC or home equity loan
Families buying a home
Homeowners preparing to sell
Move-up buyers and downsizers
Clients who want one point of contact for both real estate and financing
How I Can Help
Real Estate Selling
When it is time to sell, I help homeowners position their property, understand pricing strategy, and navigate the transaction with confidence.
Home Financing
Whether you are purchasing a home, refinancing an existing mortgage, or comparing equity options, I help you understand the numbers and choose the financing strategy that makes the most sense for you.
Real Estate Buying
Buying a home is one of the biggest financial decisions you will make. I help buyers understand the market, prepare financially, and move through the process with clarity.
Equity Solutions
If you are considering using your home equity for renovations, debt consolidation, investment opportunities, or financial flexibility, I can help you compare your options.
Helpful Resources for Homeowners
Mortgage Interest Rates
About Kevin
REALTOR® & Mortgage Loan Originator
USC Real Estate Finance & Development - B.S.
Former Fortune 50 Real Estate Professional
I’m a California-licensed REALTOR® and Mortgage Loan Originator with a background in real estate finance and complex deal analysis.
Before entering residential real estate, I worked as a Junior Vice President at Wells Fargo Bank in the Real Estate Managed Assets Group, where I managed distressed commercial real estate financing.
During that time, I analyzed and restructured more than $500 million in real estate debt, working with hedge funds, private equity firms, and high-net-worth investors.
Today, I help homeowners buy, sell, refinance, and access home equity with clear guidance and a personalized approach. Because I’m licensed in both real estate and mortgage lending, my clients benefit from understanding not just the property — but the financing strategy behind it.
I earned my degree in Real Estate Finance and Development from the Marshall School of Business at the University of Southern California.
Frequently Asked Questions
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No. In most cases, a home equity loan is separate from your existing first mortgage, so your current mortgage stays in place.
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It depends on your goals. A HELOC offers flexibility, while a home equity loan provides a fixed amount and fixed payment structure.
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That depends on your rate, loan terms, financial goals, and how long you plan to keep the property. A review can help determine whether it makes sense.
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Yes. I help clients with both real estate and mortgage guidance, which can make the process simpler and more coordinated.
Let’s Talk About Your Needs
Whether you are exploring mortgage options, preparing to buy or sell, or trying to make sense of your home equity, I would be happy to help you review your options.