Marcus Chen
Senior Loan Officer | Reverse Mortgage Specialist · NMLS #1204587
About Marcus
Marcus leads our reverse mortgage practice and has personally guided more than 600 San Diego homeowners through HECM decisions. He is known for the kitchen-table meeting: he would rather spend two hours with a family and their adult children than close a loan anyone feels unsure about.
He came to lending from financial planning, and it shows - every recommendation starts with the retirement picture, not the loan product. Local elder-law attorneys and fiduciary advisors refer their own clients to him.
Marcus is bilingual in English and Mandarin and volunteers monthly at a Kearny Mesa senior center teaching retirement finance basics.
“A reverse mortgage is the right tool for some families and the wrong one for others. My job is telling you which - honestly.”