Senior Loan Advisor
PH (510) 339-4300 X123
FX (855) 550-6646
As a Certified Mortgage Planning Specialist (CMPS) with extensive experience in the mortgage industry, John specializes in helping his clients find, structure and manage mortgage debt as one piece of a larger financial strategy.
With an understanding of financial planning concepts that relate to taxation, investment strategy, and estate planning, John works to create a personal strategic mortgage solution for his clients’ diverse financial needs. He collaborates with advisors in other financial fields, and introduces other specialists for guidance as needed. The ability to assess and advise on all aspects of a client’s financial situation can minimize financing costs and tax exposure while building net worth – a benefit often missed when focusing on home loans exclusively.
As part of a holistic mortgage and financial planning solution, John offers a wide range of services customized to each client’s financial needs. For homeowners, those looking for a first home and real estate investors alike, he focuses on mortgage strategies that guide my clients through diverse and often challenging situations, including college planning, divorce and elder care.
John also provides a wide range of commercial services to Realtors, Corporations, Home Builders and Financial Planners, including:
- Realtor Education Workshops
- Homeowner and credit management workshops
- Builder Preferred lender solutions
- Financial planning workshops (FPA Board of Standards accredited)
- Employee real estate benefit plans
- First Time Buyers, Rent vs. Own Analysis
- Equity Repositioning, Investment Analysis, Household Debt Tax Efficiency Analysis
- Life Event Strategies for Retirement Planning, College Funding, Divorce Planning, Elder Care
- Investment Property, Commercial Property, Cash on Cash Analysis
“John is my “go-to” lender of choice. He handles my diverse range of buyer clients with patience and expertise. Not only does he have an intimate understanding of financial markets on both the macro and micro scale, but he has an innate ability to package information in an easily-understandable way to the layperson. Whenever I recommend a lender, John is first on my list. …and because I can’t give a higher compliment than my own repeat business, I have chosen John to handle my own property loans as well.”
– Cameron P
“John provided great service, communication and was easy to deal with. Would recommend him to anyone and look forward to working with him again.”
– Keisha Z
“I experienced John to be highly informed, very professional and an excellent communicator, also sensitive and caring, and a person of integrity. It was a pleasure working with John.”
— Anita W.
“I can’t say enough good things about my experience with John Glynn! We were extremely satisfied with our transaction and the communication along the way. He is very customer-focused, which is rare these days.”
– Scott & Stacy C.