I am a veteran of the Reverse Mortgage industry in Danville, San Ramon and Contra Costa County, having worked in the Reverse Mortgage field for over 15 years. It is my pleasure to help senior citizens and their families find the financial solutions that serve them best. I have helped hundreds of seniors, and their families, achieve peace of mind and financial independence provided by the benefits
of a Reverse Mortgage. I represent Retirement Funding Solutions, a company created to address and solve for one of the most significant challenges facing the Baby Boomer Generation today….Being Financially Prepared for Your Retirement Years. As VP, NW Regional Sales Leader, I’m focused on building a team of highly competent, caring loan officers to serve seniors. We support loan officers according to the way they run their business, whether it’s direct to consumer or through referral sources, such as through the real estate and financial communities. I often partner realtors, financial planners, home healthcare agencies and attorneys. Together we are able to help our seniors find the best solutions possible to meet their financial and independent living needs. My philosophy is one of giving and volunteerism which I accomplish by helping senior citizens in the Northwest. I have volunteered my time by serving on the Advisory Council, and as Co-Chair of the Planning Committee, for Contra Costa County Aging and Adult Services. I have advocated for seniors in the county through financial and management oversight, legislative advocacy, and community outreach. For the last three years, I have served on the Board of Directors for Meals on Wheels of Contra Costa County where I provide management, financial, and marketing oversight to the board. I am an affiliate member and have sponsored the Financial Planning Association, am a past member of NAIFA, and have served on the Economic Development Advisory Committee of San Ramon. Presently I am on the Tri-Valley Estate Planners Council. In November 18, 2010, I was honored for my dedication to the senior community by receiving the Volunteer Service Award for the East Bay/Oakland communities. I have a Bachelor’s degree in economics from UCLA and an MBA in Marketing and Finance from UCLA’s Anderson School of business, and live in Danville, California.
2603 Camino Ramon, Suite 200, San Ramon, CA 94583
Richard San Vicente, NMLS ID 647335. NMLS 1025894, Arizona Mortgage Banker License 0926603, Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act – License 4131356, Regulated by the Colorado Division of Real Estate, Colorado Mortgage Company Registration 1025894, Florida Mortgage Lender License MLD1079, Maine Supervised Lender License 1025894, Montana Mortgage Broker License 1025894, Licensed by the New Hampshire Banking Department 19926-MB, Pennsylvania Department of Banking and Securities License 49997, Oregon Mortgage Lending License ML- 5208, Texas Mortgage Banker Registration 10255894, Utah DRE Mortgage Entity License 8954729, Washington Consumer Loan Company License CL-1025894. These Materials are Not From, and Were Not Approved By, HUD or FHA. www.nmlsconsumeraccess.org