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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.

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

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

We did two loans simultaneously (a jumbo cash-out refi along with a jumbo purchase) and all went smoothly. Robert and his team were excellent. I would definitely recommend them.

- Dawn, Topanga, CA
As seen on source

Robert and Devin provided outstanding service and guidance throughout the entire refinance process. I would highly recommend this team.

- JNCI, Palos Verdes, CA
As seen on source

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 source

Contact Me

Phone: 415.813.4001 ext.126

Email: Click Here

Office: San Francisco

NMLS: 335848

DRE: 01862401

Recent posts by Robert

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California Home Buying: When is the Right Time?

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California Jumbo Loans: What You Need to Know!

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7 Popular Mortgages to Explore When Buying a Home

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Navigating Mortgage Rates: The Role of Property Type

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Jumbo vs Conventional Loans: Which Is Right for You?

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Jumbo Loan Hotspots in the Golden State

Contact Robert Cohan

President

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