Marcus leads the reverse mortgage practice. Every file starts the same way: a written projection of the loan balance, the remaining equity and the growth of any unused credit line, year by year, so a family can see the shape of the decision instead of a sales pitch.
He came to lending from financial planning, and it shows. The retirement picture is measured first, the loan product is chosen second, and adult children are invited into the conversation whenever the borrower wants them there.
Marcus works in English and Mandarin, and runs open sessions on retirement finance basics at a Kearny Mesa senior centre.
In their words
A reverse mortgage is the right instrument for some households and the wrong one for others. My job is to show you which, in numbers you can check.
Marcus Chen, Senior Loan Officer | Reverse Mortgage Specialist
↑↓ move↵ openEsc closeRate figures are illustrative
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