Mathius

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev Email and Phone Number

Broker/Principal-Reverse Mortgages ◉ Trusted advisor working collaboratively with legal, financial, banking & health care allies. We design ways to help your clients retire in comfort in their own homes @ Reverse Your Thinking® Mortgage
Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev's Location
Santa Monica, California, United States, United States
Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev's Contact Details

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev work email

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev personal email

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev phone numbers

About Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev

I act as a trusted advisor for divorce, estate planning & bankruptcy attorneys as well as CPA's, 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 clients 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 & creativelyMY QUALIFICATIONS:◉ CDLP/ Certified Divorce Lending Professional◉ AFC/Accredited Financial Counselor◉ CAPS/Certification Aging in Place Designation◉ MBA◉ 36 yrs Experience in Financial ServicesWHAT OTHER'S HAVE SAID:Visit: https://www.reverseyourthinking.mortgage/testimonials.html to see testimonialsCall to learn more:✍ marc@reverseyourthinking.mortgage⌨ https://reverseyourthinking.mortgage☎ 310-447-5266 ​DRE #001999021 | NMLS #1125159

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev's Current Company Details
Reverse Your Thinking® Mortgage

Reverse Your Thinking® Mortgage

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Broker/Principal-Reverse Mortgages ◉ Trusted advisor working collaboratively with legal, financial, banking & health care allies. We design ways to help your clients retire in comfort in their own homes
Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev Work Experience Details
  • Team Reverse Your Thinking®  Powered By E Mortgage Capital, Inc.
    Division Manager
    Team Reverse Your Thinking®  Powered By E Mortgage Capital, Inc. Jan 2024 - Present
    Team Reverse Your Thinking® Powered by E Mortgage Capital, Inc. d/b/a E Mortgage Capital, NMLS# 1416824. Equal Housing Lender Branch: 18071 Fitch, Suite 200, Irvine CA 92614 E Mortgage Capital, Inc. is a full-service mortgage company that offers extensive options for residential mortgages, with quick service and leading rates DISCLAIMER: All rights reserved. For information purposes only. This is not an offer to enter into an agreement. This is not a commitment to lend or extend credit. NOT all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval and lender underwriting. Other restrictions and limitations may apply. For licensing information, go to: www.nmlsconsumeraccess.org For State Requirements, go to https://www.emortgagecapital.com/licensing Designated trademarks and brands are the property of their respective owners. This site should not be considered an advertisement in the following states: AZ, CA, Fl, IA, MN, NJ, SC, WI. No mortgage loan applications for properties located in these states will be accepted through this site.
  • Reverse Your Thinking® Mortgage
    Broker/Principal
    Reverse Your Thinking® Mortgage 2017 - Present
    WHAT I DO: I act as a trusted advisor for divorce, estate planning & bankruptcy attorneys as well as CPA's, 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!HOW WE WORK WITH TRUSTED ADVISORS:In addition to taking care of clients and ensuring our clients have the best product for their needs, we work collaboratively with legal, financial, banking and health care professionals to design ways to help their clients retire in comfort in their own homes.WHAT MAKES US DIFFERENT:We have reversed the way that business is done in the reverse mortgage market. In our practice, we ask questions and try to isolate the problem to be solved. If we can do it with one of the fifteen reverse programs for people of all ages that we represent, we will do it. If not…we will tell you that too and refer to other professionals.At REVERSE YOUR THINKING®, we represents a complete spectrum of reverse mortgage and limited equity share programs. We collaborate with trusted advisors to design and implement programs that satisfy the legal and financial planning needs of their clients. As an AFC®, I offer both lender-sponsored programs to my clients as well as fee-based counseling.OUR PURPOSE:The purpose of my brokerage practice is to be a fiduciary based resource for other trusted advisors and their clients. We collaborate, educate and problem solve to find best solutions using reverse financial products when applicable for clients of any age.OUR APPROACH:​​Collaborate. Educate. Problem-Solve.Call Us: 310-447-5266 ​or make an appointment!Download Facts Vs. Fiction and debunk the myths for yourself by visiting: https://www.reverseyourthinking.mortgage/hecm.htmlCONTACT INFO:✍ marc@reverseyourthinking.mortgage⌨ https://reverseyourthinking.mortgage☎ 310-447-5266​DRE #001999021 | NMLS #1125159
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  • Reverse Your Thinking® Mortgage
    Testimonials For Mathius "Marc" Gertz, Mba, Afc®, Caps
    Reverse Your Thinking® Mortgage 2017 - Present
    Sample Testimonials for Mathius "Marc" Gertz, MBA, AFC®, CAPSTo see a complete list, visit: https://www.reverseyourthinking.mortgage/testimonials.htmlMarc Gertz did a reverse mortgage for my father in law. The reverse mortgage afforded my father in law to stay in his home with in home care. Marc was diligent in getting the job done. I highly recommend Marc Gertz.- Mark OlsenIf anybody needs to refinance or get a reverse mortgage, there is nobody better, more tenacious and knowledgeable than Marc. My wife and I were in desperate straits. Drowning in credit card debt. Our fault. This close to having to sell our condo when Marc came to the rescue. We didn't qualify for a reverse mortgage. Our FICO's were shot. It took him six months to find the right vehicle, but he finally found another way to get the funds to pay off our debt and live month to month within our means. Nobody else suggested to us what Marc did. Besides everything else he is compassionate and a great financial advisor and planner in general. He's like a dog with a bone. My advice -- heed his advice.-Bill TaubMarc the most knowledge and trusted reverse mortgage specialist I have ever worked with. His educational approach is the perfect approach and he genuinely cares about his clients! Being in the financial industry I have worked with a lot of reverse mortgage lenders he is by far the best!-Neema Mahdavian I’ve been in mortgage and commercial lending for over 20 years so i know the difference between a sales person and a consultant. I am very impressed by Marc’s knowledge and his professionalism. He is a true advocate for his clients and in this industry it’s difficult that’s difficult to find! -Todd Mayster
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  • Divorce Lending Association
    Certified Divorce Lending Professional
    Divorce Lending Association 2021 - Present
    Denver, Colorado, Us
    As a Certified Divorce Lending Professional (CDLP), I take more of a holistic approach to divorce mortgage planning. Only about 70% of what I do involves the actual mortgage, the remaining 30% is split between the divorce settlement process, financial and tax planning and the real property itself.My training as a CDLP helps me to have a different perspective and ultimately provide a better solution for both you and your clients. While at the same time protecting their ability to obtain mortgage financing in the future.MY MISSION:My mission is to help divorcing homeowners make more informed decisions regarding their home equity solutions and mortgage financing opportunities during and after the divorce. MY APPROACHI take a holistic approach to the process of evaluating mortgage options in the context of the overall financial objectives as they relate to divorcing situations. My role as a CDLP™is to help integrate the mortgage selected into the overall long and short-term financial and investment goals, to help minimize taxes, to minimize interest expense, and maximize cash flow.If you are interested in learning more about how I can help, contact me today✍ marc@reverseyourthinking.mortgage⌨ https://reverseyourthinking.mortgage☎ 310-447-5266DRE #001999021 | NMLS #1125159
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  • Ideal Financial, Inc.
    Vice President
    Ideal Financial, Inc. Sep 2009 - Jan 2017
    Ideal Financial has over 20 years of experience when it comes to home loans and financing.◉ Quick turn around time◉ Dedicated account representatives◉ Approved with over 100 lenders nationwide◉ Rate competitive◉ Streamlined digital processing◉ Custom solutions tailored to your needs
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Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev Skills

Producing Video Production Public Speaking Reverse Mortgages Feature Films Radio Producing Retirement Planning Acting Loan Origination Teaching Digital Media Communication Advertising Music Strategy Creative Writing Casting Video Screenwriting Music Industry New Media Independent Film Strategic Financial Planning Film Editing Production Managment Entertainment Theatre Afc Social Media Marketing Post Production Cdlp Film Financial Counseling Comedy Documentaries Commercials Padi Scuba Divemaster And Underwater Videographer Television Digital Distribution Copywriting Music Videos Film Production Directing Short Films Media Production Broadcast Storytelling

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev Education Details

  • University Of Southern California
    University Of Southern California
    Cinematic Arts
  • Western Central
    Western Central
    Business Management
  • Los Angeles Valley College
    Los Angeles Valley College
    History

Frequently Asked Questions about Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev

What company does Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev work for?

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev works for Reverse Your Thinking® Mortgage

What is Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev's role at the current company?

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev's current role is Broker/Principal-Reverse Mortgages ◉ Trusted advisor working collaboratively with legal, financial, banking & health care allies. We design ways to help your clients retire in comfort in their own homes.

What is Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev's email address?

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev's email address is mm****@****ail.com

What is Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev's direct phone number?

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev's direct phone number is +131049*****

What schools did Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev attend?

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev attended University Of Southern California, Western Central, Los Angeles Valley College.

What skills is Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev known for?

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev has skills like Producing, Video Production, Public Speaking, Reverse Mortgages, Feature Films, Radio Producing, Retirement Planning, Acting, Loan Origination, Teaching, Digital Media, Communication.

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