Dan has an extensive background in real estate and lending. He is a licensed real estate broker and has over 9 years of lending experience. His educational background includes a BA in Economics from U.C.S.D and an MBA from S.D.S.U. This has tremendously helped him understand the dynamics of an ever changing economy and to fully grasp the financial wants and needs of his clients. I believe in continually educating and updating myself to the latest trends and programs, so as to better serve my clients.
His goal has always been to go beyond his clients expectations by understanding their individual needs and providing exceptional service. I realized a long time ago that there is more to the loan process than just quoting interest rates. My goal is to educate my clients to the right financing option so as to minimize their monthly payment outlay and to maximize their net worth.
Dan has an extensive knowledge of Interest only, FHA/VA, Conventional and Jumbo, and New Construction financing. When people refer their clients to me, they feel comfortable knowing that they are getting a trusted advisor to help with the largest financial investment of their life.
The greatest satisfaction is to help a client and turn them into a lifelong friend.
