Dave Stocks

Lifestyle Home Loan Specialist
NMLS# 519732

8 Corporate Park Suite 300
Irvine, CA 92606

About Me

Dave Stocks

Lifestyle Home Loan Specialist | NMLS# 519732

1-949-201-3233

  • The HECM Program
  • The HECM for Purchase Program
  • HECM to HECM Refinances

Bio

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 HECM 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
  • 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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