Kent Kopen

Kent Kopen Email and Phone Number

Founder - Considering Austin @ Considering Austin
Kent Kopen's Location
Austin, Texas, United States, United States
Kent Kopen's Contact Details
About Kent Kopen

Welcome to Considering Austin, your trusted partner for relocation consulting and buying a new home. Relocating to a new city, county, or state is a significant undertaking, often accompanied by confusion and anxiety around how to intelligently assess the pros and cons of such a life-altering decision. We also understand the complexities that come with long-distance house shopping and moving out-of-area.The first question we address is whether relocating is the right choice. People ask this for many reasons; financial concerns often top the list. Many people work hard but feel like they’re struggling to get ahead. They worry about saving for retirement, funding their children's education, or providing financial support for aging parents. Additionally, people often seek a better work-life balance, wanting more family vacations or the choice and ability to participate in important family events. Some clients say they want to live where their kids can also afford to buy a home. And others are drawn to different landscapes, politics, climates, or lifestyle options.Here is the first question: Is relocating the best decision for you, and why? If that answer is a thoughtful yes, the second question is whether the Greater Austin Metro area is the best destination.Making the right move for the right reasons can significantly enhance cashflow, wealth, and overall quality of life. However, success requires managing expectations, emotions, and details. To guide you through the entire process, we developed a unique six-step approach. Our services encompass comprehensive relocation consultation, personalized, long-distance house shopping experience, and expert buyer representation. Our professional guidance is tailored to reduce stress, eliminate unnecessary drama, save time, and minimize expenses.Considering Austin isn't just a service; it's a relationship and commitment to navigating the often-overwhelming task of relocation so it is more like a smooth, enjoyable adventure. We firmly believe that when your thoughts and emotions align, and when you receive attentive, respectful, professional guidance, you make better decisions.Brokered by eXp Realty LLCTREC Information About Brokerage Services: https://bit.ly/kopeniabsTREC Consumer Protection Notice:https://bit.ly/kopencpn

Kent Kopen's Current Company Details
Considering Austin

Considering Austin

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Founder - Considering Austin
Kent Kopen Work Experience Details
  • Considering Austin
    Founder & Ceo
    Considering Austin Feb 2019 - Present
    Austin, Texas, United States
    Considering Austin offers relocation consulting and concierge-level home shopping, real estate and mortgage services for out-of-area buyers. Our unique six-step approach minimizes stress and expenses and improves the odds you'll thrive and prosper sooner. Considering Austin is more than a service; it's a commitment to making relocation an enjoyable adventure, aligning your thoughts and emotions for better decision.Mr. Kopen has the following mortgage and real estate credentials: California broker license (#01170224, issued 2010), Graduate, REALTOR® Institute (GRI) designation (2019), Texas Sales Agent (#723005, issued 2019). National Institute of Financial Education® - Certified Liability Advisor (NMLS#249631, issued 2012).Real estate services brokered by EXP Realty LLC. Click profile for links to TREC Information About Brokerage Services and TREC Consumer Protection Notice.Mortgage brokerage services offered through Nationwide Loans, Inc. For informational purposes only. This is not a commitment to lend or extend credit. All loans are subject to credit approval. Nationwide Loans, Inc, 701 Palomar Airport Road, Suite 300, Carlsbad CA 92011, (800) 540-3909, NMLS #1799965. See website (nationwideloansinc.com/state-licenses/) for state licenses, NMLS Consumer Access, Privacy Policy, Equal Housing Opportunity.
  • National Institute Of Financial Education
    Faculty Advisor
    National Institute Of Financial Education Jul 2007 - Present
    Austin, Texas Metropolitan Area
  • Nationwide Loans
    Mortgage Professional, Cla
    Nationwide Loans Dec 2023 - Present
    Tx, Ca, Az, Co, Fl
    Certified Liability Advisor and mortgage professional with over 25 years in the mortgage industry and 2,000+ successful closings. My team and I make your home purchase or refinance process as efficient and cost-effective as possible.We understand that closing on time is essential, and through Active Mortgage Management, we help clients save thousands of dollars over the life of their loans. Our unique six-step process focuses on managing liabilities, optimizing cash flow, and building wealth through real estate.This process integrates core financial principles—safety, liquidity, tax efficiency, and leverage—so you can meet both short- and long-term goals. Clients often mention how easy I make complex financial concepts to understand, as well as our responsiveness and accuracy in communication.I work with financial advisors, attorneys, CPAs, insurance professionals, brokers, and elder care specialists in CA, AZ, TX, and FL. Our professional partners usually have the following designations: CFP, CDFA, CFA, ChFC, CRPC, CLU, CPA, JD. Our role, as part of the wealth management team, is to help clients make wise decisions around credit and borrowing.I have considerable expertise in HECM and proprietary reverse mortgages and we teach homeowners how to use home equity to support lifestyle through our educational platforms at The Reverse Advisor and on YouTube.Kent Kopen: NMLS (#249631, issued 2012), CA Broker License (#01170224, issued 2010), TX SML, AZ DFI (LO-1030531), FL (#249631), Certified Liability Advisor. Mortgage brokerage services offered through Nationwide Loans, Inc. For informational purposes only. This is not a commitment to lend or extend credit. All loans are subject to credit approval. Nationwide Loans, Inc, 701 Palomar Airport Road, Suite 300, Carlsbad CA 92011, (800) 540-3909, NMLS #1799965. See website (https://www.nationwideloansinc.com/state-licenses/) for state licenses, NMLS Consumer Access, Privacy Policy, Equal Housing Opportunity.
  • United American Mortgage Corporation
    Mortgage Professional, Cla
    United American Mortgage Corporation Sep 2016 - May 2023
    Ca, Tx
    Certified Liability Advisor and mortgage professional. As The Reverse Advisor, the Kopen Group works with financial advisors, attorneys, CPAs, insurance professionals, brokers, and elder care specialists. Our role, as part of the wealth management team, is to help clients make wise decisions around credit and borrowing. We accomplish this through financial education, our team's unique six-step process, and our Financial Clarity Questionnaire™.
  • Emery Financial
    Vp Business Development
    Emery Financial Feb 2012 - Sep 2016
    Newport Beach, Ca
    Enterprise-level marketing, business development, recruiting, training, and mortgage loan origination systems development. Loan officer and Certified Mortgage Professional.
  • Morgan Stanley
    Financial Advisor, Crpc
    Morgan Stanley 2011 - 2012
    Orange County, California Area
    Wealth management and financial life planning for people in transition: retirement, divorce and sale of a closely-held business.
  • Merrill Lynch
    Financial Advisor, Crpc
    Merrill Lynch Mar 2010 - Aug 2011
    Orange County, California Area
    Financial life planning and wealth management for people in transition; i.e., retirement, divorce and sale of closely-held businesses.

Kent Kopen Skills

Mortgage Lending Loans Wealth Management Leadership Reverse Mortgages Mortgage Banking Financial Advisory Management Sales Insurance Real Estate Banking Retirement Planning Refinance Investments Business Development Coaching Small Business Financial Services Real Estate Financing Public Speaking Strategic Financial Planning Loan Origination Fha Investment Advisory Residential Mortgages Estate Planning Retirement Fha Financing Series 7 Project Management Chartered Retirement Planning Counselor Series 63 Mutual Funds Funding Commercial Lending Underwriting Portfolio Management Financial Literacy Training Financial Planning Asset Management Teaching Nmls Licensed Wealth Certified Liability Advisor Mentoring Ca Real Estate Broker License Ca Insurance License Financial Planners Liability Analysis

Kent Kopen Education Details

Frequently Asked Questions about Kent Kopen

What company does Kent Kopen work for?

Kent Kopen works for Considering Austin

What is Kent Kopen's role at the current company?

Kent Kopen's current role is Founder - Considering Austin.

What is Kent Kopen's email address?

Kent Kopen's email address is kk****@****mco.com

What is Kent Kopen's direct phone number?

Kent Kopen's direct phone number is +173425*****

What schools did Kent Kopen attend?

Kent Kopen attended University Of Southern California - Marshall School Of Business, University Of Colorado At Boulder, College For Financial Planning.

What skills is Kent Kopen known for?

Kent Kopen has skills like Mortgage Lending, Loans, Wealth Management, Leadership, Reverse Mortgages, Mortgage Banking, Financial Advisory, Management, Sales, Insurance, Real Estate, Banking.

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