About
Josh Lewis is a Certified Mortgage Planner, Certified Liability Advisor and licensed real estate broker who has helped over 3000 homeowners maximize their financial futures. In addition to managing and training over 100 mortgage professionals, Josh has presented his system of mortgage financial planning to thousands throughout the Southwestern US. His articles have been published in the Scotsman Guide, Broker Banker Magazine, and the Orange County Register Mortgage Blog in addition to being a trusted source of market analysis by several media outlets.
Josh is a recognized expert on mortgage planning, equity management and the cyclical trends in real estate. His system of fully integrating the mortgage into your financial plan enables homeowners to lower their cost of homeownership, rapidly build wealth and minimize their tax bills. By tailoring financing to the life stage and risk tolerance of each individual borrower, Josh enables his clients to reach their financial goals as rapidly as possible. If you are looking for expertise delivered with honesty and integrity, you have come to the right place.