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 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
As seen on source

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
As seen on source

Terrific Experience!

We had a wonderful experience with Carlyle Financial from start to finish! Robert was extremely knowledgeable and able to move the process along very quickly for us. We were also very impressed with Robert's willingness to call and explain things in great detail. We highly recommend Carlyle Financial!

- Chris, Alamo, CA
As seen on source

From beginning to end...we found the team capable and committed to delivering our family an excellent outcome - which they did! We needed to work through some complex issues, and the team always stayed ahead of them with suggestions and advice which kept the process moving. Great experience - highly recommend! Thank you!

- Paul, San Francisco
As seen on source

Jesse Collins provided me with a very detailed breakdown with many options and financial scenarios over e-mail. We were able to meet in person the following week to go over these in further detail. I had a million questions and he was able to go through them one by one, going over pros and cons. Great Service and Knowledge. Well recommended.

- Tim R., California
As seen on source

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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Interest Only Jumbo Mortgage: Options & Rates Explained

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2026 Jumbo Loan Limits: Requirements & State Specifics

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Is It a Good Time to Buy a Home in California?

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Jumbo Loans in California (2026): Limits, Requirements, and How to Qualify

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7 Popular Mortgage Types for Homebuying

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What Influences Mortgage Rates? Key Factors Explained

Contact Robert Cohan

President

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