“The art of this business starts with the heart; I always focus on my clients’ personal needs first and never let go of their needs or dreams.”
There’s something very credible about a licensed, experienced reverse mortgage specialist who blends 25 years of experience in the financial trade with a relentless passion to ensure her clients receive the finest service in the business. When you work with Carol Bertocchini, you truly get the best of both worlds.
Carol brings a personal approach to her successful business which is fueled by her keen sense of market trends and enduring financial contacts.
Carol will be the first to tell you that she will never take advantage of anyone and treats each of her clients as if they were her own family… and treats each loan independently with time, wisdom and grace.
This calm and nurturing approach to the business is not surprising. Carol left a long and distinguished career as a Certified Public Accountant to originate reverse mortgages in Northern California and help clients of all income levels enjoy a new lifestyle that they have earned and deserve.
True to form, she continues to consistently guide her clients through her trademark “no pressure” and very personal and informative approach.
Carol is as committed to her clients as she is to her community and family as well. Within her well-balanced life, she finds time to volunteer throughout her community as an Ambassador of the San Carlos Chamber of Commerce where she commits her personal time to welcome new neighbors and organize events and fundraising efforts.
As a mother of two young children, her life delightfully overflows with the many activities that come with raising a family in the San Francisco Bay Area. When time allows, Carol looks forward to hiking, kayaking, skiing and cycling with friends and family alike.