BRINGING MORTGAGE FINANCE AND WEALTH
MANAGEMENT TOGETHER FOR OUR CLIENTS

 


About Us: Our Team

  • Mortgage Originator’s top 200 list of loan agents nationwide
  • Established reputation of delivering high level service and some of the best rates in the industry
  • Free education workshops partnered with local real estate professionals
  • A dedicated team to help ensure an efficient process

 

DEAN RIZZI : MANAGING PARTNER

Dean Rizzi

Dean is committed to a high level of service in a timely and efficient manner. When asked about his business philosophy, Dean says, “I strive to keep my clients for life.”
 
On a daily basis, Dean researches and analyzes loan programs offered by numerous lenders, enabling him to find the best possible interest rate for his clients. Dean knows what’s important to decision-makers – packaging loan applications correctly the first time; highlighting borrowers’ strengths; and addressing areas of concern in an effective and professional manner. With over 15 years of mortgage lending experience, Dean works in a team setting with real estate agents in San Francisco/North Peninsula to ensure clients receive the best possible service.

 

SHAWN LEONARD : LOAN PROCESSOR

During the loan process, many different documents trade hands. It’s important that someone with experience and skill keep things organized. Shawn is that person. He stays with your loan right up until it is ready to be funded. Having a consistently involved person from start to funding means all requirements are met and allows for a very efficient process.

  636 Fourth Street
  San Francisco, CA. 94107
  Office: (415) 694-5533
  Fax: (415) 694-5501  DRE License #01125960, Real Estate Broker, CA Dept. of Real Estate License #01370741