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Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev Email & 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 at Reverse Your Thinking® Mortgage
Location: Santa Monica, California, United States 5 work roles 3 schools
1 work email found @juno.com 3 phones found area 310 and 424 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Role
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
Location
Santa Monica, California, United States

Who is Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev? Overview

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Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev is listed as 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 at Reverse Your Thinking® Mortgage, based in Santa Monica, California, United States. AeroLeads shows a work email signal at juno.com, phone signal with area code 310, 424, and a matched LinkedIn profile for Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev.

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev previously worked as Division Manager at Team Reverse Your Thinking® Powered By E Mortgage Capital, Inc. and Broker/Principal at Reverse Your Thinking® Mortgage. Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev holds Bachelor'S Degree, Cinematic Arts from University Of Southern California.

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*@juno.com
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Profile bio

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

Listed skills include Producing, Video Production, Public Speaking, Reverse Mortgages, and 43 others.

Current workplace

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev's current company

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Reverse Your Thinking® Mortgage
Reverse Your Thinking® Mortgage
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
AeroLeads page
5 roles · 10 years

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

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Division Manager

Current
Team Reverse Your Thinking® Powered By E Mortgage Capital, Inc.

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.

Jan 2024 - Present

Broker/Principal

Current

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

2017 - Present ~9 yrs 6 mos

Testimonials For Mathius "Marc" Gertz, Mba, Afc®, Caps

Current

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

2017 - Present ~9 yrs 6 mos

Certified Divorce Lending Professional

Current

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

2021 - Present ~5 yrs 6 mos

Vice President

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

Sep 2009 - Jan 2017
3 education records

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

Bachelor'S Degree, Cinematic Arts

University Of Southern California

Master Of Business Administration (M.B.A.), Business Management

Western Central

Media Arts, History

Los Angeles Valley College
FAQ

Frequently asked questions about Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev

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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 Reverse Your Thinking® Mortgage?

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev is listed as 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 at Reverse Your Thinking® Mortgage.

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

AeroLeads has found 1 work email signal at @juno.com for Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev at Reverse Your Thinking® Mortgage.

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

AeroLeads has found 3 phone signal(s) with area code 310, 424 for Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev at Reverse Your Thinking® Mortgage.

Where is Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev based?

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev is based in Santa Monica, California, United States while working with Reverse Your Thinking® Mortgage.

What companies has Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev worked for?

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev has worked for Team Reverse Your Thinking® Powered By E Mortgage Capital, Inc., Reverse Your Thinking® Mortgage, Divorce Lending Association, and Ideal Financial, Inc..

How can I contact Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev?

You can use AeroLeads to view verified contact signals for Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev at Reverse Your Thinking® Mortgage, including work email, phone, and LinkedIn data when available.

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

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev holds Bachelor'S Degree, Cinematic Arts from University Of Southern California.

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

Mathius "Marc" Gertz, Mba, Afc®, Caps, Cdlp, Crev is listed with skills including Producing, Video Production, Public Speaking, Reverse Mortgages, Feature Films, Radio Producing, Retirement Planning, and Acting.

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