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Rick San Vicente

VP | NW Regional Sales Leader

NMLS# 647335


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

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About Me

Rick is the NW Regional Sales Leader, exclusively providing reverse mortgages.

Rick lives in Danville with his wonderful wife, two mostly wonderful teenagers. When he’s not working, he sits on the board for Meals on Wheels of Contra Costa County and is a member of the Advisory Council for the Area Agency on Aging for Contra Costa’s Aging and Adult Services as well as the Tri-Valley Estate Planners Association and Financial Planning Association. He’s not so good at golf or tennis, but loves both sports. Some think he’s good a barbecuing, but that also depends on who you talk to…

Rick graduated UCLA with a BA in Economics and an MBA in Finance & Marketing from UCLA’s Anderson School of Management.

Rick was the Regional Volunteer of the Year for Bank of America in 2010 and spends time on projects such as building homes for families in Mexico for Amor Industries through CPC Danville (his home church).

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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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