Mutual of Omaha - Lisa San Vicente

Cheryl McCarthy is the Alameda Reverse Mortgage specialist and speaker. She assists homeowners in the greater San Francisco Bay Area, ages 62 years and older, enhance their retirement by helping them select the right Home Equity Conversion Mortgage (HECM) program to meet their specific needs. She is a trusted resource in banking and finance, serving clients and finance professionals in Alameda and the Bay Area for over 25 years. She works extensively with Attorneys, Mortgage Consultants, Financial Planners, Bankers, Senior Services Providers and Realtors, helping them to assist their clients with their retirement needs.

Martha is a well-known local expert and speaker on Reverse Mortgages. Her no-pressure, educational approach helps homeowners (62+) enjoy financial security and peace of mind by providing suitable and superior retirement income solutions through various reverse mortgage programs. Martha’s goal is to help her clients create the retirement they imagined! Using education and not sales, her clients are able to make a well-informed and empowered decision as to if a reverse mortgage is the most sensible tool to help them achieve their future goals.

Marty Appel, esteemed speaker on reverse mortgages, aids seniors in choosing ideal options for retirement. With integrity and compassion, he ensures tailored solutions, valuing family time and pursuing creative passions.