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Robert Cohan

Managing Director

Robert Cohan spent more than a decade as a top mortgage professional for several national banks, including Wells Fargo Home Mortgage and Washington Mutual (now J.P. Morgan Chase). Robert has always been an innovative leader in the mortgage industry.

Among his many accomplishments:

  • funded more than $1.5 billion in residential loans
  • earned the “President’s Club” distinction multiple times as one of the top 1% of loan producers nationwide
  • became the first loan officer to open a mortgage-only storefront retail branch in Beverly Hills during his tenure at Wells Fargo Home Mortgage
  • established or supported numerous community outreach programs

Believing that both his industry work and his community work could be improved, Robert set out to provide his clients with the best possible home loan options in a responsible way. He found a solution in mortgage banks.

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
As seen on

The refinance process was quick with faster than expected turnaround times at different stages of processing. Robert and Katheryn were the team I worked with and had a great experience. On the document submission, I worked mostly with Katheryn she did a good job of keeping me informed of requests and submissions and feedback from Underwriting. Extremely well organized team with an excellent pre-screen process they will let you know if it can go ahead or not based on preliminary data and keep their commitment from there on.

The best part is they accept RSU income which is a problem with many banks. The rate is also lower than what you can get with most online applications. Will definitely recommend them to everyone looking for a new mortgage or a refinance.

- Prq, Santa Clara, CA
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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
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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 highly recommend Carlyle Financial!

- Jessica, Alamo, CA
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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
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Contact Me

Phone: 415.813.4001

Email: Click Here

Office: San Francisco

NMLS: 335848

CalBRE Lic: 01862401

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Recent posts by Robert

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September Fed Meeting: First Rate Hike in September in 13 Years

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June Fed Meeting: New Rate Hike Meets Experts’ Forecasts

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May Fed Meeting: Rates Remain the Same; Inflation Closes in on Target

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Look Back: Final Fed Meeting Under Janet Yellen

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What Closing Costs Can I Expect For My Refinance?

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FOMC Recap: June 2017

Contact Robert Cohan

Managing Director

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The refinance process was quick with faster than expected turnaround times at different stages of processing. Robert and Katheryn were the team I worked with and had a great experience. On the document submission, I worked mostly with Katheryn she did a good job of keeping me informed of requests and submissions and feedback from Underwriting. Extremely well organized team with an excellent pre-screen process they will let you know if it can go ahead or not based on preliminary data and keep their commitment from there on.

The best part is they accept RSU income which is a problem with many banks. The rate is also lower than what you can get with most online applications. Will definitely recommend them to everyone looking for a new mortgage or a refinance.

- Prq, Santa Clara, 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

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

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
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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
As seen on