For clients who may want to look for financing beyond traditional banks because they are self employed or might not otherwise meet other lending criteria, or if they would like to combine long term financial planning with their goals of purchasing a house, Robin recommends Jeff Smith with Opes Advisors, Inc. in Larkspur, California. For more information, please see Jeff’s webpage.Jeff Smith Branch Manager and Mortgage Advisor NMLS 237059 415-464-9500 Fax: 866-561-7155 email@example.com
Mr. Smith is Opes Advisors’ Branch Manager for Marin County. As a Financial Advisor, he works principally with individuals, couples and families in helping them make the best financial decisions to accomplish their financial dreams and ambitions, inclusive of their real estate, mortgages, investments and other assets. Jeff has more than 17 years of experience in real estate and real estate finance. Prior to joining Opes Advisors, he was with First Horizon Home Loans where he was in the top 10% of sales professionals nationwide. Jeff’s wife, Melanie Victor-Smith, works closely with him as an Opes Mortgage Advisor.
Amy Yamamoto is the Branch Director and Senior Loan Consultant for Nor Cal Mortgage of Marin, located in San Rafael, CA. She specializes in helping her clients with residential mortgages to purchase new homes or to refinance their existing homes. She operates at the highest level of integrity and customer service and has been in the business for 15 years. She prides herself on not having offered sub-prime or extremely risky mortgage products during the “loose” years in the mortgage market, which is one reason why she’s still going strong.
Amy measures her success not in dollars, but in the smiles on her clients’ faces when their loans fund. She is proud to say that the majority of her business comes from past clients and their referrals. She is featured in San Francisco Magazine’s 2014 list of Five Star Mortgage Professionals and has received numerous awards for production and client satisfaction from her parent company.
Robin Kohn Glazer J.D., Broker, Realtor 415-328-5564 firstname.lastname@example.org www.robinglazer.com BRE 01431028 1001 Bridgeway #107 Sausalito, CA 94965