Taxes

• Income Tax

Investment

• Mutual Funds

Planning

• Mortgage Refinancing
  The cancellation of a contract. With respect to mortgage refinancing, the law that gives the homeowner three days to cancel a contract. In some cases, once it is signed if the transaction uses equity in the home as security.
• Reverse Mortgages
  Top Producer in office 7 years running / NMLS Nationwide Mortgage Licensing System Licensed / DRE Department of Real Estate Licensed / CAMP California Association of Mortgage Professionals Member / First Time Home Buyer Certified / MCC Mortgage Credit Certificate Certified / Reverse Mortgage Certified / Knights of Columbus Charter Member Volunteer / Venture Church Member Volunteer / St. Francis Cabrini Men’s Club Member Volunteer / Los Gatos Networking Group Member and Board Member / Rotary of Los Gatos Morning Charter Member and Board Member - Rebuilding Together Silicone Valley Committee Lead – Lighting for Literacy Committee Chair / United States Patent Inventor Owner