Jon Carlson

HECM Specialist
NMLS# 257040

1800 Tice Valley Blvd. Suite A
Walnut Creek, CA 94595

About Me

Jon Carlson

HECM Specialist | NMLS# 257040



Jon Carlson is an expert on FHA-insured Reverse Mortgages, known as Home Equity Conversion Mortgages (HECM). Based in the San Francisco Bay Area, he has been helping seniors take advantage of the HUD Reverse Mortgages and to find solutions to their financial challenges for over ten (10) years. This includes using the program as a wealth management tool to extend retirement or to transition into a new home purchase with no mortgage payments.

He regularly speaks to various senior groups including the American Legion, Kiwani’s, numerous senior centers and campuses. He is a graduate of UC Davis, a licensed real estate professional and holds a Mortgage Loan Originator endorsement (#257040).

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

Our Reviews Logo

Get Your Free HECM for Purchase Guide

    By submitting your contact information, you are providing your signature and agreeing to our Terms of Use and our Privacy Policy. You are also signing express consent to having Mutual of Omaha Mortgage, our family of companies, or one of our third party associates contact you about your inquiry via text message, email address, or phone (even if it is a cellular phone number or other paid service for which the called or messages person(s) could be charged for such call or text) to the residential or cellular telephone number or email you have provided. This contact includes automatic telephone dialing system or an artificial or prerecorded voice or message. You expressly consent to Mutual of Omaha Mortgage to contact you via any means made to any telephone number you provide, even if your telephone number is currently listed on any do not contact email list, internal, corporate, state or national Do Not Call Registry list. Consent is not required as a condition of utilizing Mutual of Omaha Mortgage’s services. You may opt out of receiving calls or other electronic communications at any time by making a Do Not Call Request.

    Lion_Icon Wondering how many of your neighbors have a HECM or HECM for Purchase loan?