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Amanda Keith

Home Equity Retirement Specialist
President's Club

NMLS# 1247741

NorCal (415) 747-5668
SoCal (858) 900-5300
Or (510) REVERSE

3131 Camino Del Rio North, Suite 1100, San Diego, California, 92108

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About Me

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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.

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Common Examples of What a HECM Can Help You Do

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