Call us: 415.813.4001 Open today: 8am - 7pm

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.

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

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

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

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

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 L, San Diego, CA
As seen on

Contact Me

Phone: 415.813.4001 ext.126

Email: Click Here

Office: San Francisco

NMLS: 335848

DRE: 01862401

Recent posts by Robert

View All
Read more

Do RSUs Count As Income For a Home Loan in 2024?

Read more

Jumbo Mortgage: What You Need To Know

Read more

What Closing Costs Can I Expect For My Refinance?

Read more

How To Shop For The Best Mortgage Interest Rate

Read more

Five Ways to a Smooth Home Loan Process

Read more

Should I Rent or Sell My Previous Home? The 5 Questions to Consider.

Contact Robert Cohan

President

  • This field is for validation purposes and should be left unchanged.