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About

Our Mission

Empowering Homeowners 55+ 
with Financial Freedom

Claudia is dedicated to helping seniors maintain financial security while staying in their homes. With a focus on education and trust, she ensures clients make informed decisions about their mortgage options.

Our Values

  • Integrity—  Transparent, honest guidance every step of the way.

  • Education— Ensuring clients fully understand their options.

  • Client-Focused— Personalized solutions for each unique financial situation.

  • Trust & Respect— A commitment to ethical and professional service.

Claudia’s Story

Versatile Mortgage options for every stage of homeownership. 

Claudia transitioned from the legal field to real estate, finding her passion in Reverse Mortgages. As a Loan Officer & Reverse Mortgage Specialist, she focuses on helping seniors aged 55+ navigate home equity solutions. With 2.5 years of experience in reverse mortgages, she has successfully closed multiple transactions with various lenders.

Claudia takes pride in providing personalized service, leveraging IMB’s extensive network of Reverse Mortgage Lenders to find the best rates and programs for her clients. She enjoys working with seniors, sharing family stories, and building trusted relationships while guiding them through their financial options.

A lifelong financial partner.

Message Us
(925) 408-5663