FAQ's About Mathius M. Gertz

---

Let's Get To Know Mathius M. Gertz

Mathius Mack Gertz has been a life-long collector of experiences.  Whether good, indifferent, or bad, he has always preferred experiences to material gifts and enjoyed them all … one way or another.  Wearing a catheter was not one of his favorites, but it was one experience that gave him a lot of material and the motivation to share it with the world.  Born and raised in Brooklyn, NY, he lives in Los Angeles with his family.  Professionally he is known as Marc, but that’s another story!

What do all the letters after his name mean

Mathius holds a Master in Business Administration (MBA), is an Accredited Financial Counselor (AFC®), a Certified Aging in Place Specialist (CAPS), and also a Certified Divorce Lending Professional (CDLP™). As an AFC®, he offers both lender-sponsored programs to his clients as well as fee-based counseling.

​He collaborates with trusted advisors to design and implement programs that satisfy their client's legal and financial planning needs. Mathius represents a complete spectrum of reverse mortgages and limited equity share programs through his mortgage practice.

When did Mathius start working with mortgages?

Mathius M. Gertz started out in the mortgage business in 1990 after spending many years in financial planning and finance. Today he is a financial counselor and a specialist in ​reverse mortgages.
​
​Marc works collaboratively with legal, financial, banking and health care professionals to design ways to help their clients retire in comfort in their own homes.  He is a patient person who enjoys making difficult financial concepts easy to understand. 

We are happy to be a trusted resource for you and your family and your trusted advisors.

How does Mathius Reverse Your Thinking® about Reverse Mortgages?

We have reversed the way that business is done in the reverse mortgage market. In our practice, we ask questions and try to isolate the problem to be solved. If we can do it with one of the fifteen reverse programs for people of all ages that we represent, we will do it. If not…we will tell you that too and refer to other professionals.
​
​Through his mortgage practice, Marc represents a complete spectrum of reverse mortgage and limited equity share programs. He collaborates with trusted advisors to design and implement programs that satisfy the legal and financial planning needs of their clients. As an AFC®, he offers both lender-sponsored programs to his clients as well as fee-based counseling.

Aren't Reverse Mortgages a bad thing?

Reverse Mortgages are misunderstood and an under utilized tool to help soon to be, or already retired older adults achieve and maintain the quality of life they desire in retirement.
​
​Mathius maintains a holistic collaborative approach to the reverse financial planning process that includes educating advisors and keeping them current on financial strategies to help protect the quality of their clients lives. Mathius believes that the key to a successful long term retirement plan is open communication and being proactive, along with a plan designed to address the unique needs and goals of each and every client. 

The three watch-words of his practice are; collaborate, educate, problem-solve.

Mathius is an alumna of the University of Southern California. In addition to Cinematic Arts and Business, he majored in History at USC and feels that it was one of the best decisions of his life.

Learning how to research facts and dig for the truth has influenced the way he does business. Marc is interested in the how and why of where we are today in this world.

​When he comes along side his clients, he inquires similarly about their own personal histories and how and why they made the decisions that they did. This gives Marc insight into how to best design a plan to meet an advisor's needs for their client and why it has a great chance of success.

​Would you like to speak with Mathius about your situation and get answers to your questions and concerns?

No matter where you live in California or the United States, you are invited. Please fill out the information on the Quote and his staff will reach out to you to make an appointment to speak with Marc directly on the phone at no cost.

What Others Say About Mathius M. Gertz

---

I'm here to tell about my experience in dealing with Marc Gertz. We put together a reverse loan program for my father-in-law and I had looked at about four or five different proposals. Marc Gertz was one of them that we looked at and we ultimately settled on Marc. What we liked about Marc is he presented a solution that seemed to work well for our situation and not only that but Marc was very diligent and followed up very well. He had great rapport with my father in law who was 96 or 95 at that time and that was really the key to get this program through. Marc had a great rapport with my sister-in-law and my wife who were basically pushing the program forward. We needed the funds to keep my father-in-law in his home with long term of caregivers. Marc was very thorough, explained the program very well and we all understood it and at the end of the Day so had my father in law. I had no problem in signing the papers and going forward with it. I'd like to say that we had a very positive experience with Marc and we highly recommend him for anybody looking for reverse mortgage.
​- Mark Olson

If anybody needs to refinancing or get a reverse mortgage there is nobody better, more tenacious and knowledgeable than Marc. My wife and I were in desperate straits. Drowning in credit card debt. Our fault. This close to having to sell our condo when Marc came to the rescue. We didn't qualify for a reverse mortgage. Our FICO's were shot. It took him six months to find the right vehicle, but he finally found another way to get the funds to pay off our debt and live month to month within our means. Nobody else suggested to us what Marc did. Besides everything else he is compassionate and a great financial advisor and planner in general. He's like a dog with a bone. My advice -- heed his advice.
- Bill Taub