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Robert Cohan

President

Robert Cohan is driven by a belief that solutions aren’t just found – they are carefully crafted. As President of Carlyle Financial, he ensures that the firm’s mortgage solutions are elegantly simple, yet flexible enough to provide custom options for our clients.

Robert is an experienced mortgage professional and industry innovator. He developed his passion for providing extraordinary service for extraordinary clients as a top mortgage professional for several national banks, including Bank of America, Washington Mutual (now J.P. Morgan Chase) and Wells Fargo Home Mortgage, where he became the first loan officer to open a mortgage-only storefront on Canon Drive in the heart of the Beverly Hills triangle.

After working with hundreds of clients at multiple national and regional banks, Robert saw the limitations of the big bank mono-channel model and developed his own lending and service philosophy. His trailblazing approach led to the founding of Carlyle Financial, where he could continue his commitment to customized home loans while changing the way his clients experienced the mortgage process. He is based in the San Francisco headquarters at One Market Plaza.

Robert has been recognized as a leading jumbo mortgage expert in The Wall Street Journal, Business Insider, Investor’s Business Daily, and many other publications. He is also active in his community, committing time and resources to causes that align with his philanthropic values. When he isn’t helping clients structure their next home, you can find Robert on the basketball court coaching youth league kids on their jump shot.

I have worked with many mortgage companies before, and Carlyle Financial in Beverly Hills really takes their job seriously, and does it with exceptional excellence and pride. Thanks so much for your caring and your expertise.

- Andrew, Beverly Hills, CA
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We made a home purchase with a jumbo mortgage with Carlyle Financial. Robert and Katheryn are fantastic to work with. They are very knowledgeable, professional and responsive.

- Colleen, Foster City, CA
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Had a great experience with Carlyle Financial. I shopped around and they offered me the best incentives. They're very quick and respond right away. I highly recommend!

- Chris, San Diego, CA
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I had a unique situation with my jumbo non-conforming loan that made the financing process non-standard... Robert and his team handled it without skipping a beat...Most importantly, from beginning to end, the team conveyed a strong sense that they valued me as a customer. I worked with another group prior to Carlyle Financial and the contrast was stark. Robert and the others are an entirely different class. I should also mention that Carlyle Financial had access to rates on my jumbo loan that were a good 0.5% lower than what others were offering.

- Bryan, Los Angeles, CA
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Carlyle Financial is fantastic. Robert made the loan process so easy and painless. I was working with a couple different brokers that all made promises but only Carlyle Financial delivered. Robert got me a $3.2MM home loan when all others said I only qualified for less than a million. I recommend him to all my friends and family.

- Dan, Bever
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Contact Me

Phone: 415.813.4001 ext.126

Email: Click Here

Office: San Francisco

NMLS: 335848

DRE: 01862401

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Recent posts by Robert

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Contact Robert Cohan

President

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