Orange County Certified Mortgage Planning Specialist™, trained to create mortgage solutions that compliment his clients' overall financial strategies allowing them to accomplish their personal goal
Get to know Joseph David
As an Orange County Mortgage Planning Specialist at Clarion Mortgage Capital, Inc., J.David has formed strong relationships with lenders of every capacity during his career in the mortgage industry.
His dedication is reflected in his recent designation as a Certified Mortgage Planning Specialist. This specialized training and certification is for financial professionals who provide mortgage and real estate equity advice. David loves to create mortgage solutions that compliment his clients' overall financial strategies, and allow them to most effectively accomplish their short and long-term financial goals.
David is a diligent learner with Mortgage Planner University,and a partner with The Mortgage Coach. He also is committed to his wife
CMPS are committed:
to raising mortgage industry standards of practice, ethics and professionalism through individual membership, training and certification.
CMPS are qualified:
to help clients achieve financial freedom, build wealth and experience their life dreams by implementing intelligent mortgage, cash flow and home equity strategies.
CMPS are equipped:
to be a strategic resource to homeowners, first-time home buyers, move-up home buyers, senior citizens, real estate investors, Realtors, builders, attorneys, CPAs and financial advisors.
Certifications:Certified Mortgage Planning Specialist
ICFE Credit Report Reviewer
ICFE Identity Theft Prevention Specialist
Affiliations:Institute of Consumer Financial Education
Clarion Mortgage Capital Inc. , a Real Estate Broker is licensed by the CA Dept. of Real Estate, license number 01245811.
Joseph David's Blog Posts
David can show you how to avoid many pitfalls when you are in the market to buy a new home
As your OC Mortgage Advisor, David can show you ways to comfortably afford the vacation home of your dreams while making smart financial choices. A vacation home can be a very wise investment when the proper financing methods are utilized.Investing in Real Estate
As your OC Mortgage Professional David can show you how to implement strategies that will enhance your credit rating.
As your Certified Mortgage Planning Specialist, David will help you conserve your home equity, not consume it. This involves helping you implement financial strategies that will get your debt down to manageable levels and help you stay on track to become debt free.
As your OC Mortgage Advisor David can help you enhance your liquidity and protect your real estate equity from legal liability prior to going through a divorce by working together with your CPA, CFP, attorney and other advisors.
"Mortgage Planning... simply smart real estate financing"