About Us

Welcome to Certified Mortgage Planners. We are honored to serve you. Our job is to create mortgage solutions to improve the lives we touch through a comprehensive financial strategy.

We take a consultative approach to helping our clients develop a mortgage strategy that encompasses your overall long and short term financial and investment plan to minimize taxes, improve cash flow, and minimize interest expense.

As mortgage planners we assist in identifying ways for our clients to not only build wealth through equity management, but more importantly guide our clients in finding ways to enjoy life through financial peace.

The decisions you make today are going to determine how you live tomorrow. What better way to start than with a sound financial plan?

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CONFIDENTIALITY NOTICE: This communication may contain privileged and/or confidential information. It is intended solely for the use of the addressee. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of this information. If you receive this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This communication may contain nonpublic personal information about consumers subject to the restrictions of the Gramm-Leach-Bliley Act. You may not directly or indirectly reuse or re-disclose such information for any purpose other than to provide the services for which you are receiving the information.
Certified Mortgage Planners is an Equal Housing Opportunity Lender  . The rates, loan programs, fees, options and guidelines in any loan scenario shown: (i) are for illustrative purposes only; (ii) are subject to change without notice; (iii) are subject to restrictions; (iv) will not apply to all borrowers or situations; and (v) do not represent a commitment to lend. Contact a Mortgage Loan Originator for details. Certified Mortgage Planners operates only in states where it is authorized to conduct business. Corporate Office: 615 Crescent Executive Ct, Ste 224, Lake Mary, FL 32746. NMLS #210950. To view state licenses go to NMLS Consumer Access or click here.