Mortgage Strategist, Certified Financial Planner & Branch Manager • Mortgage Minds Branch • NMLS #297693
Honesty. Integrity. Reliability, and Value.....
Such are the core principles that have propelled Brent Wilson, CFP®, to be a mainstay of California mortgage lending for over 30 years. As one of Sacramento's premier mortgage strategists and educators, Wilson earned the coveted Certified Financial Planner™ Credential after a degree in Finance from Sacramento State University.
Wilson separates himself from other Loan Officers by offering no-cost, unbiased financial planning advice to each mortgage client. When asked how this helps his clients, he replied, "It just depends. Yesterday, I had a couple with no Living Trust or guardianship clause for their kids, and just last week, our client wasn't taking advantage of the 401k match from their employer. Although I don't personally sell any financial products, I just love making recommendations to my clients that will save them thousands….I simply approach each situation as if it were my own."
Wilson resides in El Dorado Hills and works in Folsom. He enjoys all sports, fishing, traveling, ocean cruises, personal finance, wine tasting and especially his kids (when they're not asking for money, he reports). Wilson is a rare breed in the local mortgage market and should be on anyone’s short list who’s shopping for a purchase or refinance loan.
Areas of expertise include conventional, Jumbo, VA, FHA, and 1st-time buyer loans.
My online resources are available any time.