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Todd Garrett recently joined 1st Metropolitan Mortgage’s San Juan Capistrano office – one of the premier mortgage planning and liability advisory firms in South Orange County, California.
Mr. Garrett has worked in the financial services industry for more than 16 years as an executive and Vice President at several investment banks including: Kidder Peabody & Co., Roth Capital Partners, and US Bancorp. Additionally, he served on the board of directors at Glas-Aire Industries. Todd holds an Economics degree from San Diego State University and the PFP designation from the school of management at University of California, Irvine. Todd is an avid fisherman with many awards including a state record for Brown Trout in Wyoming.
The 1st Metropolitan Mortgage office in San Juan Capistrano specializes in reverse mortgages, a misunderstood but powerful option for house rich, cash poor seniors, and advanced mortgage planning concepts including college funding, retirement planning and real estate investment strategies.
Todd recently said, “I work with home owners to help them avoid transferring wealth to banks and lending institutions that could have been used for increasing their wealth. I find very few home owners who know how to properly leverage government tax incentives to reduce their cost of home ownership.
Because 1st Metropolitan Mortgage partners with the Nation’s leading lenders, Todd believes his clients have access to the right product for their life situation, every time, with the most competitive pricing in the industry. Mr. Garrett can be reached at (949) 218-1502 and for more on Todd’s team philosophy, go to: www.OCmortgagePlanner.com
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