Compare Reverse Mortgage Lenders in San Ramon, California

Whether you need a standard HECM or a jumbo reverse mortgage in San Ramon, exploring local and national lenders is key. Below, we highlight top-rated professionals based on proximity, reviews, and service coverage. Connecting with a specialist near you ensures you receive state-specific guidance.

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 San Ramon

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
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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 San Ramon170 Providers Total

Lindsay Broughton, Finance of America Mortgage LLC

Independent Broker

5(1)

Status: Operational

Danville, CA
(925) 786-2083
Reverse Mortgage

Brandon Ruotolo, Finance of America Mortgage LLC

Independent Broker

No Reviews

Status: Operational

Danville, CA
(925) 519-3446
Reverse Mortgage

Bruce Kelly, Finance of America Mortgage LLC

Independent Broker

No Reviews

Status: Operational

Danville, CA
(510) 386-5620
Reverse Mortgage

Robert Schwab, Finance of America Mortgage LLC

Independent Broker

5(2)

Status: Operational

Danville, CA
(925) 330-6588
Reverse Mortgage

Diablo Mortgage

Independent Broker

5(21)

Status: Operational

Danville, CA
(415) 710-0383
USDA LoanConventional LoanReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property LoanConstruction / Rehab 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

Sean Herrero Mortgage - Cross Country Mortgage

Independent Broker

5(99)

Status: Operational

Danville, CA
(925) 575-0637
USDA LoanHELOC / Home EquityConventional LoanRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property LoanConstruction / Rehab Loan

George Schramm at CrossCountry Mortgage

Independent Broker

5(17)

Status: Operational

Danville, CA
(925) 548-5931
USDA LoanHELOC / Home EquityConventional LoanRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property LoanConstruction / Rehab Loan

Saga Financial Group, Inc.

Independent Broker

No Reviews

Status: Operational

Danville, CA
(925) 272-9396
USDA LoanConventional LoanHELOC / Home EquityRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

Megan Price - Mortgage Loan Officer | Home Loans & Refinancing

Independent Broker

5(27)

Status: Operational

Pleasanton, CA
(209) 361-6499
USDA LoanConventional LoanRefinanceFHA LoanVA LoanJumbo LoanInvestment Property LoanConstruction / Rehab Loan

Excel Realty & Mortgage, Inc.

Independent Broker

4.8(16)

Status: Operational

Pleasanton, CA
(925) 398-6808
Refinance

Excel Realty and Mortgage

Independent Broker

No Reviews

Status: Operational

Pleasanton, CA
(925) 408-0702
USDA LoanConventional LoanHELOC / Home EquityRefinanceFHA LoanVA LoanJumbo Loan

Kathleen Senna - Excel Realty and Mortgage

Independent Broker

No Reviews

Status: Operational

Pleasanton, CA
(925) 408-0702
USDA LoanConventional LoanHELOC / Home EquityRefinanceFHA LoanVA LoanJumbo Loan

Jennifer Nay - Excel Realty & Mortgage, Inc.

Independent Broker

No Reviews

Status: Operational

Pleasanton, CA
(510) 508-1165
Refinance

InstaFi Home Loans

Independent Broker

No Reviews

Status: Operational

Pleasanton, CA
(844) 467-8234
Conventional LoanReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property Loan

Gaurav Vaish

Independent Broker

5(7)

Status: Operational

Pleasanton, CA
(510) 513-9369
HELOC / Home EquityConventional LoanRefinanceCommercial LoanFHA LoanVA LoanJumbo LoanInvestment Property Loan

Local Area Summary

Active Coverage

San Ramon has 200 reverse mortgage providers actively serving the radius.

Nearest Specialist

The closest highly-rated lender is Depac Parthi, Shining Star Funding, located in San Ramon just 2.4 miles away.

Community Trust

These local professionals maintain a combined 2710 verified reviews with a strong 2.9 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.