Lisa Penhart

Lisa Penhart
  |  

Sep 07, 2026

  |  

Referring Professionals

I have clients that want to retire and do a lot of traveling but sometimes have limited means on a reduced and fixed budget.
Marc is a business friend and thought he might have a solution for me so he and I met for coffee.
Marc thoughtfully and thoroughly explained to me how reverse mortgages could solve lifestyle problems for seniors and corrected my thinking about them!
He has solutions for people who think they are stuck, and is a great financial counselor. I recommend you talk with him.

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location

1620 Broadway, E
Santa Monica, CA 90404