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Amanda Keith
1-415-747-5668
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Amanda Keith

Home Equity Retirement Specialist NMLS# 1247741

2603 Camino Ramon Suite 200
San Ramon, CA 94583

About Me

Amanda Keith
Home Equity Retirement Specialist| NMLS# 1247741 | 1-415-747-5668
Contact me
Amanda Keith is a CPA and licensed Home Equity Conversion Mortgage (HECM) and Jumbo Reverse Mortgage Specialist. As an experienced financial professional, Amanda offers in-home complimentary consultations. She can help you and your clients understand how this federally-insured loan program can be used to improve retirement cash flow. If you or someone you care about is looking for ways to improve cash flow during retirement years, and/or downsize/rightsize to a “forever home,” the FHA-insured, deferred repayment, and recently revamped HECM program, is something you will want to better understand. Amanda also specializes in the Jumbo reverse mortgage programs. Amanda is a trusted resource for financial professionals, realtors, and retirees, and has provided industry updates and training to various PFAC fiduciary groups, NAPFA financial advisor teams, CalCPA groups, OBAR, and other Realtor associations throughout the country. She has also spoken as a guest lecturer to Merritt College’s Real Estate Finance class. She helps finance professionals and consumers to gain a deep understanding of program guidelines and brainstorm ways to use this flexible planning tool to serve the Boomers and Beyond. Amanda enjoys hiking, exploring the Bay Area, and is involved in various financial literacy programs for Bay Area youth.

Common Examples of What a HECM Can Help You Do

  • Purchase a new home to fit your lifestyle needs
  • Protect your retirement portfolio
  • Reduce monthly expenses by paying off existing mortgage
  • Reduce monthly expenses by paying debt
  • Enhance your cash flow
  • Incorporate housing wealth into your retirement plan
  • Create an emergency fund
  • Increase cash to help ensure monthly bills are paid
  • Fund for home repairs or upgrades
  • Reduce the burden of out-of-pocket healthcare costs
  • Fund the expense for caregivers, live-in nurses, or other in-home care
  • Have the cash for a large expense, such as a vacation or vehicle

Testimonials

“Amanda was patient and helpful as we dealt with a few hiccups which developed during the process. She helped us and guided us to get the repairs and paperwork we needed. She communicated everything clearly, was very responsive to all my inquiries and quickly responded to my emails and texts.”

-Cindy

“Amanda explained the Reverse Mortgage process thoroughly with her Zoom presentation. She was easy to work with and got the job done in a timely manner. I would definitely recommend her for anyone interested in a Reverse Mortgage.”

-Weldon H.

“Amanda was efficient, professional, compassionate and was willing to work overtime to ensure every request was completed in a timely manner. She took the time to explain each step in the process. It was a pleasure working with Amanda throughout this process.”

-Kim

“Amanda is friendly and knowledgeable and helped make the process go smoothly.”

-Robert T.

“Everyone at Retirement Funding Solutions was was wonderful to work with. Thank you to Amanda, Ann Marie, Chris and all of those working behind the scenes. Very professional,knowledgeable and thorough.”

-Roger H.

“It was great working with her! She was very thorough and patient and took the time to answer all my questions etc. I would highly recommend her.”

-Ollie

“A very professional attitude and a very organized way to approach all the various issues which came up!! Amanda was a delight to work with and kept us current with the loan progression but never over promised the length it would take etc”

-Agnete H.

“Amanda made the process so easy. Everything was discussed at my home. She is a very charming and efficient agent.”

-Mary E.

“We found Amanda to be very thorough and very helpful throughout our entire process. She kept us informed every step of the way. I had a little difficulty transmitting some information to her, and she even helped with that. She also has a great sense of humor. Amanda even contacted us with an update while she was on vacation. We could not have asked for better service.”

-Ralph

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