Mary Jo Lafaye, Home Equity Retirement Specialist, nmls# 246222
Mary Jo Lafaye is a licensed Home Equity Retirement Specialist. Mary Jo has accumulated 20 years as an expert in her field, including five years with Wells Fargo Home Mortgage, before becoming a Branch Manager at Mutual of Omaha Mortgage in 2008.
During this time she earned numerous awards, including Wells Fargo Leader’s Club Member with the highest customer service scores. She was chosen to train Private Bankers and Wealth Management Advisors on the most effective ways to employ this repayment-deferred, non-recourse line of credit as a retirement planning and cash-flow management tool to help older Americans live their best life in retirement.
Mary Jo is well-known as a trusted resource for retirees – she has taught Reverse Mortgage (HECM) and HomeSafe concepts to real estate finance students at the College of San Mateo and to those seeking their SRES designation. She has participated in panel discussions and delivered hundreds of seminars and talks to groups ranging from the Retired Firemen’s Association, Kaiser Permanente, Rotary Club, CPA Discussion Groups, CalCPA, SILVAR, SAMCAR, Financial Planning Association (FPA), MAR, NorBAR, NAPFA, PFAC, Marin County Bar Association (MCBA) and many more. She has also co-authored several academic articles and has been interviewed and published by Barron’s Magazine.
Mary Jo enjoys educating and working with mature homeowners, their families, and their trusted advisors to secure long-term sustainable retirement solutions. She has also been certified to offer complimentary one and two-hour Continuing Education (CE) classes for CFPs, CPAs, Realtors, and MCLE for Attorneys.
Originally from Houston, Texas, Mary Jo has made the West Coast her home for over 28 years. In her spare time, she enjoys cycling, hiking, yoga, cooking, and traveling with her family and friends.
She is also conversational in Spanish, having traveled extensively throughout Mexico.
Mary Jo Lafaye is your Reverse Mortgage Specialist serving Marin County, San Rafael, Novato, Larkspur, Corte Madera, Mill Valley, Sausalito, San Anselmo, Fairfax, Belvedere, Palo Alto, San Mateo, Redwood City, Mountain View, San Francisco, the Bay Area, and the surrounding Northern California area.
To contact Mary Jo for a complimentary consultation:
office: (415) 259-4979
fax: 650-284-2599
For a list of upcoming events:
To read academic and scholarly research:
To learn more about downsizing or right-sizing:
