Mary Jo Lafaye Reverse Mortgage Advisor
NMLS#246233
Vote Mary Jo Lafaye - Best Reverse Mortgage Provider (Best of Marin 2026) *Click Services to Vote:
https://pacificsun.com/best-of-ballot/ She helps her clients and financial planners who serve them make the right decisions regarding their finances.
05/29/2026
5.0 star review received on Experience.com for Mary Jo Lafaye by Spirit W - Kind of amazing from start to finish.....I was recommended to see MaryJo and then 2 weeks later ended up on a plane to Payne airport and MaryJo was sitting next to me which was pretty miraculous so we met for the first time by chance or Karma one could say!!!! Then about 2 years later I was able to qualify for the Reverse Morgage because of debt wiped out due to bankruptcy. I was really impressed by the whole team effort on my behalf. Spoke with MaryJo ,and her assistant Christina was also stellar as well as the TC Stacey Beelhler. They were on it every step of the way, answering questions and just helping me navigate the process. I had hoped to sign in person but truthfully just so much enjoyed the Notary Debra Fox who came to my home. So truthfully a GREAT experience,
New ★★★★★ 5 Star Experience.com Review by Spirit W Click to see all 110 reviews of Mary Jo Lafaye, Home Equity Retirement Specialist
05/19/2026
How can retirees create more flexibility around cash flow without unnecessarily disrupting their long-term investment strategy?
I’d like to invite you to an upcoming CE webinar Mutual of Omaha Mortgage will be hosting with Wade Pfau, Ph.D., CFA, one of the leading researchers in retirement income planning.
We’ll discuss how reverse mortgages are being used today as part of a broader retirement strategy, including:
• Coordinating a HECM line of credit with portfolio distributions
• Managing market volatility and “spike” expenses
• Improving cash flow flexibility in retirement
• The role home equity can play alongside traditional retirement assets
📅 Tomorrow, Wednesday, May 20, 2026
🕚 11:00 AM – 12:00 PM PDT
💻 Live via Zoom
Register here: https://register.gotowebinar.com/register/8409518380753728597
This will be a practical, research-based discussion designed for financial professionals working with clients in or approaching retirement.
If you’re navigating a client scenario, I think you’ll find the conversation valuable.
— Mary Jo
04/29/2026
One week to go, amigos.
North Bay Buy/Sell is back on Cinco de Mayo — and we're bringing the heat:
🌯 Breakfast burritos
🏡 Off-market listings
📈 Market update
🤝 Your people, in the room
If you don't know, this is where deals get done before they hit the MLS. Don't miss it.
RSVP here: https://www.eventbrite.com/e/north-bay-buysell-meeting-and-market-update-tickets-1406853910919?aff=oddtdtcreator
Nos vemos el cinco. 🎉
Click here to claim your Sponsored Listing.
Category
Contact the business
Website
Address
1000 4th Street, Suite 875
San Rafael, CA
94901