Dave Stocks

Home Equity Retirement Specialist NMLS# 519732

8 Corporate Park Suite 300
Irvine, CA 92606

About Me

Dave Stocks
Home Equity Retirement Specialist | NMLS# 519732 | 1-949-201-3233

Areas of Expertise

  • Reverse Mortgages
  • Reverse Mortgage for Purchase
  • Reverse Mortgage Refinances
  • Proprietary Reverse Mortgages
  • Realtor Education & Business growth
  • Builder Education & Business Growth
  • Financial Advisor Education & Business Growth

I am originally from Olympia, WA, in the Great Northwest. I have lived in Southern California since 1983. I have been a loan officer since 1990 and added reverse mortgages in 2008. I enjoy helping others get what they want, mostly more money these days. I also seek financial peace for both my clients and I and just happen to be a Home Equity Retirement Specialist.

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


“Dave and his team completed a miracle and closed my HECM for Purchase on time after starting out as a regular FHA loan!”

-Rudy and Tammie

“I am so happy to have the peace of mind my reverse mortgage has provided during difficult times. Thank-you again Dave.”

-Pam Jackson

“I closed a conventional reverse mortgage on my 4-flex last year. Thank goodness for the equity reserve Dave Stocks helped me set up. Besides being able to visit relatives, this has been big relief as my renters may not be able to pay during the corona-virus.”

-Deonne Bystrom

“My recent HECM to HECM refinance saved 2% in effective rate over my last loan. Now that is some equity savings. ”

-Mary R.

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