Mathius Marc Gertz started out in the mortgage business in 1990 after spending many years in financial planning and finance. Today he is a financial counselor. 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. He lives in Los Angeles with his family.
Who We Are
Based in Los Angeles County, Reverse Your Thinking® Mortgage works with many companies. 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.
Mathius Marc Gertz is a Mortgage Broker with Reverse Your Thinking. Mortgage and is located in Los Angeles County. The Principal of parent company SayWhyNot, Inc.,Marc holds a Masters in Business Administration (MBA), is an Accredited Financial Counselor (AFC®) and also a Certified Aging in Place Specialist (CAPS). 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.
Marc 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. Marc 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.
A specialist in reverse financial retirement plans and their history, Marc is frequently invited to present training and educational sessions for attorneys, financial planners, fiduciaries, accountants and bankers. He also does educational seminars for schools, colleges, and community & fraternal groups on wealth creation, money and emotions, aging in place and political and financial literacy. Marc has earned a reputation for explaining difficult subjects in a style that is easily understood.
Marc 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 talks with 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.
Marc's passions include boating, SCUBA, travel, and his family. He believes one should make a list of what they love to do and then work to design their world around it. He also thoroughly enjoys theater & film, reading, museums and long walks on the beach with friends.
Would you like to speak with Marc about your situation and get answers to your questions and concerns? No mater 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.