Mutual of Omaha - Jon Carlson

(925) 639-2711
1800 Tice Valley Blvd Suite A, Walnut Creek, California, 94595

Business hours

Monday 8:00am to 6:00pm
Tuesday 8:00am to 6:00pm
Wednesday 8:00am to 6:00pm
Thursday 8:00am to 6:00pm
Friday 8:00am to 6:00pm

About us

Jon Carlson is an expert on FHA-insured Reverse Mortgages, known as Home Equity Conversion Mortgages (HECM). Based in the San Francisco Bay Area, he has been helping seniors take advantage of the HUD Reverse Mortgages and to find solutions to their financial challenges for over ten (10) years. This includes using the program as a wealth management tool to extend retirement or to transition into a new home purchase with no mortgage payments.

He regularly speaks to various senior groups including the American Legion, Kiwani's, numerous senior centers and campuses. He is a graduate of UC Davis, a licensed real estate professional and holds a Mortgage Loan Originator endorsement (#257040).

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