Personal Finance Archives

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From The Blog

NEWS: What is a jumbo mortgage and when do you need one?

What is a jumbo mortgage and when do you need one? In this article featured on Bankrate.com, Managing Director Robert…Read More
What We Do
Branch Locations
San Francisco office

One Market Plaza

Steuart Tower, Suite 2525
San Francisco, CA 94105

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Los Angeles office

Los Angeles

400 South Beverly Dr. Suite 360
Beverly Hills, CA 90212

Personal Finance

Robert Cohan

2 years ago

January 23, 2017.

New Year, New Financial Resolutions

A new year gives us a clean slate and an opportunity to improve our lives. One of the best ways…Read More

Robert Cohan

3 years ago

May 19, 2015.

5 Money Tips for College Graduates, or How 1.7 Hours Can Change Your Financial Life

After four long years, college is finally over and you are officially entering the real world. Hopefully you’ve landed your…Read More

Jesse Collins

3 years ago

April 6, 2015.

7 Brilliant Ways to Spend Your Tax Refund

With the federal tax deadline quickly approaching, 83% of Americans can expect a refund on April 15, with the average…Read More

Robert Cohan

3 years ago

March 20, 2015.

7 Tips for Renters Saving to Buy a Home

Renting an apartment or house has a lot of perks: you’re not responsible for most repairs and you can leave…Read More

Robert Cohan

3 years ago

March 5, 2015.

Financial Tips for First-Time Parents – What To Do The First Year & Beyond

Getting ready for a new baby comes with plenty of tasks to complete. But once you’ve got the car seat…Read More

Jesse Collins

3 years ago

February 16, 2015.

10 Interesting Historical Facts About U.S. Currency

This President’s Day, we’re honoring the leaders who helped shape America by learning more about where we see them the…Read More

I worked with Robert and Devin. Both were extremely knowledgeable, thorough and responsive. I definitely recommend them and Carlyle Financial.

- Randy, Los Angeles, CA

As seen on

I just refinanced on my home in San Francisco and Robert at Carlyle Financial made it possible. If you are buying a home or refinancing, use Robert and his team.

Robert and the Carlyle Financial team make the financing process understandable. They help you overcome any issues, they explain what's going on, they are very patient throughout the whole process. They truly are on your team. I was amazed at how smart, diligent, friendly, creative and dedicated Robert and his team are. They are committed to helping you and getting a deal done.

I have worked with numerous mortgage brokers in the past, and I will not use anyone else in the future.

- Casey, San Francisco, CA

As seen on

Just closed on my new house and I couldn’t have done it without the people at Carlyle Financial. They made the process so easy and not to mention fast. We closed 3 days early!! What I liked most about them is that they were organized and they always kept me in the loop with whatever was going on. Thanks again guys!

- Donny, Studio City, CA

As seen on

Robert and all the staff were extremely polite and efficient. The eSigning and document uploading processes made everything very easy and secure, and Robert really knows his jumbo loan products. Carlyle Financial has earned another new loyal customer!

- Chuck, Menlo Park, CA

As seen on

Jesse Collins performed a miracle by helping us close on our first house in 8 days. 8 DAYS! Right down to the wire, Jesse was efficient, professional, extremely helpful, and most importantly, provided THE most competitive rates around.

- jennifer1972, Berkeley, CA

As seen on

NEWS: What is a jumbo mortgage and when do you need one?

One Market Plaza

Los Angeles

Personal Finance