Jeff Smith knows that getting the best mortgage options for his clients is critically important, but helping people chose the best option can be invaluable. With 20+ years in the mortgage and real estate finance industry, Jeff starts with understanding his clients’ financial goals. After determining your mortgage qualifying options, he will help you assess the impact of your decisions against your objectives. Are you buying too much or too little home? What is the impact on your personal balance sheet? Will this help or hinder your ability to pay for your kids’ college education, take vacations, consider retirement, or care financially for your parents? Jeff has the expertise to assist you with all these very significant questions in the pre-approval or refinancing process.
Jeff has consistently been among the top 1,000 mortgage originators in the U.S. over the past two decades. He has an MBA from UC Berkeley’s Haas School of Business, is a Registered Investment Advisor with the SEC, and has the tools and expertise to help his clients make financial decisions inclusive of their real estate and mortgages that helps them reach their financial goals.