Compare Reverse Mortgage Lenders in Portola Valley, California

If you're searching for reverse mortgage lenders in Portola Valley, you'll find a mix of local brokers and nationwide lenders. We've algorithmically sorted the closest and most highly-rated mortgage experts directly serving your neighborhood. Use our breakdown to confidently reach out to the professional closest to your zip code.

We may receive compensation from some lenders featured on this page. This does not influence our rankings, which are based on independent research, product availability, and borrower fit.

Recommended Partners

Top Reverse Mortgage Lenders Serving Portola Valley

BEST FOR LOCAL SUPPORT
Fairway Independent Mortgage
NMLS#2289
Editor's Rating
4.9
Reverse Mortgages
Best For
Personalized Support
Availability
National

Our Take on Fairway

Fairway is best suited for borrowers who want a guided, advisor-led experience rather than navigating a fully digital process. Compared to specialized reverse mortgage lenders, Fairway leans more traditional, which can be beneficial for first-time borrowers but may limit flexibility for higher-value or more complex scenarios.

What we like

  • Strong retail network with local advisors
  • Standard HECM options (fixed + adjustable)
  • In-house reverse mortgage specialists
  • Best for borrowers who want a guided, advisor-driven experience rather than a fully digital process.

What we don't like

  • Jumbo reverse options have strict minimums.
  • Mobile app experience can be lacking.
BEST FOR JUMBO REVERSE MORTGAGES
Longbridge Financial
NMLS#957935
Editor's Rating
4.6
Reverse Mortgages
Best For
High-Value Homes
Availability
National
GET MY QUOTE from Longbridge Financial

Takes less than 60 seconds.

MOST TRUSTED BRAND
Mutual of Omaha Mortgage
NMLS#1025894
Editor's Rating
4.4
Reverse Mortgages
Best For
Trusted Brand
Availability
National
BEST FOR FLEXIBILITY
Finance of America Reverse
NMLS#2285
Editor's Rating
4.2
Reverse Mortgages
Best For
Flexible Options
Availability
National

Nearby Lenders to Portola Valley200 Providers Total

Dan Casagrande

Independent Broker

5(29)

Status: Operational

Santa Cruz, CA
(831) 423-2900
Reverse MortgageJumbo Loan

Michael Hermann

Independent Broker

5(4)

Status: Operational

Santa Cruz, CA
(818) 481-4467
Reverse MortgageJumbo Loan

Mutual of Omaha Reverse Mortgage

Independent Broker

No Reviews

Status: Operational

Santa Cruz, CA
(408) 297-0000
Reverse MortgageJumbo Loan

The Home Loan Center: Dan Findrick, Mortgage Broker NMLS #283052

Independent Broker

4.8(12)

Status: Operational

Soquel, CA
(408) 315-1595
Conventional LoanRefinanceReverse MortgageFHA LoanVA Loan

Ameriverse Reverse Mortgage Oakland

Independent Broker

5(1)

Status: Operational

Oakland, CA
(510) 519-5220
Reverse MortgageJumbo Loan

Don’t Apply for a Reverse Mortgage Until You Read This

A Free Reverse Mortgage Guide for Homeowners 62+

Most homeowners don’t fully understand reverse mortgage costs, eligibility, and payout options. This quick guide shows you exactly what to expect before you move forward.

Download the Free Guide

Built specifically for homeowners age 62 and older

BB Financial Solutions

Independent Broker

5(8)

Status: Operational

Soquel, CA
(831) 475-6407
Conventional LoanHELOC / Home EquityRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property Loan

Scott Goodrich, Monterey Bay Mortgage

Independent Broker

No Reviews

Status: Operational

Soquel, CA
(831) 462-3630
USDA LoanHELOC / Home EquityRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property LoanConstruction / Rehab Loan

Forrest Cambell, MLO 245437

Independent Broker

5(4)

Status: Operational

Soquel, CA
(831) 462-3630
USDA LoanHELOC / Home EquityRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property LoanConstruction / Rehab Loan

Monterey Bay Mortgage, powered by CMG Financial NMLS 1820

Independent Broker

5(23)

Status: Operational

Soquel, CA
(831) 462-3630
USDA LoanHELOC / Home EquityRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property LoanConstruction / Rehab Loan

Manuel Dena III, Monterey Bay Mortgage

Independent Broker

No Reviews

Status: Operational

Soquel, CA
(408) 605-0616
USDA LoanHELOC / Home EquityRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property LoanConstruction / Rehab Loan

Julie Malta- Guarantee Mortgage NMLS #254124

Independent Broker

4.9(55)

Status: Operational

San Francisco, CA
(415) 203-6800
USDA LoanConventional LoanHELOC / Home EquityRefinanceFHA LoanVA LoanJumbo Loan

Guarantee Mortgage

Independent Broker

No Reviews

Status: Operational

San Francisco, CA
(415) 519-0162
USDA LoanConventional LoanHELOC / Home EquityRefinanceFHA LoanVA LoanJumbo Loan

Kathy Derangi

Independent Broker

4.9(8)

Status: Operational

San Francisco, CA
(415) 345-4345
Reverse MortgageRefinance

Home Loans by Orlando

Independent Broker

5(37)

Status: Operational

San Francisco, CA
(415) 699-1474
RefinanceFHA LoanJumbo LoanVA Loan

Bob Bednarz - Guarantee Mortgage

Independent Broker

No Reviews

Status: Operational

San Francisco, CA
(415) 871-5756
Reverse MortgageRefinance

Local Area Summary

Active Coverage

Portola Valley has 200 reverse mortgage providers actively serving the radius.

Nearest Specialist

The closest highly-rated lender is Andre Gutierrez at Rate (NMLS #251241), located in Los Altos just 5.6 miles away.

Community Trust

These local professionals maintain a combined 7305 verified reviews with a strong 3.0 average rating.

Don’t Apply for a Reverse Mortgage Until You Read This

A Free Reverse Mortgage Guide for Homeowners 62+

Most homeowners don’t fully understand reverse mortgage costs, eligibility, and payout options. This quick guide shows you exactly what to expect before you move forward.

Download the Free Guide

Built specifically for homeowners age 62 and older

Verified Google Reviews

To ensure transparency in your neighborhood, the star ratings and review counts featured for our independent local brokers are sourced directly from continuous live Google Maps data.