History proves there is no surer path to wealth than real estate.
Purchasing a home is an investment in your present, your future and your security.
Understanding your investment goals along with your housing needs is critical to structuring how I can best serve you in the sale or purchase of a property. When you need assistance, I have a superb team of financial experts available to advise you in crafting the best plan for meeting those goals and growing your assets.
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1031 Exchange
Alaine Bry Raven
First American Exchange Company 415-407-7862 araven@firstam.com Alaine has significant experience in complex 1031 exchange transactions. She's focused on her clients and provides excellent support and consult throughout. Shanaé Mabrie
Old Republic Exchange 888-677-1031 smabrie@oldrepublicexchange.com Shanaé will make sure you meet your requirements and deadlines to maximize this wealth management tool. Alternative Financing
Sofia Nadjibi, MBA
Bridge Loan Expert, Golden Gate Lending Group 415-706-8465 sofia@GGLendingGroup.com Sofia specializes in individualized mortgage lending solutions for long term financial goals. Forrest Tardibuono
Direct Lender, Sun Pacific Mortgage and Real Estate 707-523-2099 forrest@sunpacmortgage.com Forrest and his team provide hard money loans and other alternative financing options for depressed properties and other special situations. Escrow Officers
Reg Leighton
Old Republic Title, Mill Valley Branch Manger 415-388-8740 rleighton@ortc.com Reg is an escrow veteran in Marin and has the experience to handle even the most complicated transactions. Estate Planning / Probate
Susan Marchant Angel, Esq.
Law Offices of Susan Marchant Angel 415-453-5000 susan@angelattorney.com Susan has 30 years experience in estate planning, probate, trusts and real estate legal matters in Marin. Financial Advisors
Alexandra Cock
Wealth Plus, Inc. 415-457-8936 info@wealthplusinc.com Alexandra brings decades of experience and a diverse professional background to her holistic approach for helping clients meet their financial goals. Floating & Mobile Home Escrows
Sonia Miller
Bay Area Escrow Services 925-831-9099 sonia@bayareaescrow.com Sonia has years of experience in closing escrows on floating homes. She is the Bay Area expert. Floating Home Financing
Linda Lippstreu
Mortgage Consultant, Bank of Marin 415-927-8904 lindalippstreu@bankofmarin.com Linda and her team have tons of experience in floating home loans and offer a wealth of information on this specialized type of financing. Heather Ziemer
Mortgage Consultant, Financial Benefits Credit Union 510-433-9200 h.ziemer@fbcudirect.com Heather has helped dozens of home buyers find financing for their floating dreams. She has lenders for both concrete and non-concrete hulled homes. |
Home Warranty
Kimberly Larkin
American Home Shield 415-696-3440 klarkin@ahslink.com Kimberly will help you fully understand what a home warranty can cover and help you choose the right level of protection for your new home. Money Management
Karen Caldwell
Money Manager, Caldwell Daily Money Management 415-459-1519 kacald@gmail.com Karen is a licensed DMM who helps seniors and busy people manage bills, budgets and record keeping to provide freedom and peace of mind for her clients. Mortgage Brokers
Sean Murphy
VP of Mortgage Lending. Guaranteed Rate Affinity 415-710-6342 sean.murphy@grarate.com Sean should be your first stop for exploring your best loan options. He has decades of experience helping homebuyers, is detail oriented, patient and an excellent communicator. Rosette Pollock
Home Mortgage Consultant, Wells Fargo Bank 415-925-2130 rpollock@wellsfargo.com Rosette has 24 years of experience as an independent mortgage broker. She's always willing to go the extra mile. Easy to talk to and very responsive. Property Insurance
Brittany Keyes
State Farm 415-479-8086 brittany.keyes.w769@statefarm.com Brittany is the best for helping you get exactly the coverage you need for your new home. She can also review your current policies to make sure you have just what you need. Home, auto, life - she's your gal! Adrianne Peixotto
New Front Insurance 415-250-2222 adrianne@newfrontinsurance.com Adrianne has a wealth of experience, expertise and is a fantastic resources for all things insurance related. Real Estate Law
Reverse Mortgage Specialist
Mary Jo Lafaye
HECM Specialist, Retirement Funding Solutions 415-440-8934 mlafaye@rfslends.com Mary Jo will help you to look at retirement funding in a whole new light. She is exceptionably skilled at what she does and an absolute pleasure to work with. Tax Advisors
Jackie Thompson, EA, CFP
Founder/Principal, Anspach Financial Group 415-457-5780 jackie@anspachfinancialgroup.com Jackie is a seasoned financial expert. She has been a tax preparer and advisor in Marin since 1988. She also provides estate and financial planning. |
Advisory: Links for resources and services are provided for information purposes only. Information provided may not be up to date and does not constitute an endorsement, recommendation or guarantee of any services. Contractors and service providers listed on this site may or may not be licensed as required. All vendors and contractors should be carefully vetted by checking their license requirements and current standings with the appropriate authority.
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Real estate agents affiliated with Coldwell Banker are independent contractor sales associates and are not employees of the company.
Coldwell Banker Residential Brokerage fully supports the principles of the Fair Housing Act and the Equal Opportunity Act . Owned by a subsidiary of NRT LLC. This website is not an official website of Coldwell Banker Residential Brokerage. Coldwell Banker does not make any representation or warranty regarding any information, including without limitation its accuracy or completeness contained on this website.
Website created and administered by Kimberly Teal, 2019© all rights reserved.
Coldwell Banker Residential Brokerage fully supports the principles of the Fair Housing Act and the Equal Opportunity Act . Owned by a subsidiary of NRT LLC. This website is not an official website of Coldwell Banker Residential Brokerage. Coldwell Banker does not make any representation or warranty regarding any information, including without limitation its accuracy or completeness contained on this website.
Website created and administered by Kimberly Teal, 2019© all rights reserved.