
About Me
Rick San VicenteVP | NW Regional Sales Leader | NMLS# 647335 | 1-925-848-6575
Areas of Expertise
- Reverse Mortgages
- JUMBO Reverse Mortgages
- Reverse Mortgage for Purchase
- JUMBO for Purchase
- Reverse Mortgage Refinances
- Proprietary Reverse Mortgages
- The HECM Program
- Realtor Education & Business growth
- The HECM for Purchase Program
- HECM to HECM Refinances
- Financial Advisor Education & Business Growth
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).
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
Testimonials
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News & Updates
News & Updates
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