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.

Our loan in San Francisco needed special attention due to the complexity of our situation. Multi unit investment property with multiple owners at a fantastic rate. The competitors couldn't come close. Carlyle Financial is my new go to team for any future financing. I couldn't be happier. Thank you!!

- Paul R., San Francisco, CA
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When no one else can help Carlyle Financial can! Finally managed to get my dream San Francisco place and then 8 months later we refinanced from 5.125% to 3.875% - rabbit out of the hat! Dedicated to ensuring they find something that works for you.

- Leena, San Francisco, 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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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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Robert and all the staff were extremely polite and efficient. The eSigning and document uploading processes made everything very easy and secure, and Robert really knows his jumbo loan products. Carlyle Financial has earned another new loyal customer!

- Chuck, Menlo Park, CA
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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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What Happens To Your House If The Dollar Collapses?

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

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Jumbo Mortgage: What You Need To Know

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What Closing Costs Can I Expect For My Refinance?

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How To Shop For The Best Mortgage Interest Rate

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Five Ways to a Smooth Home Loan Process

Contact Robert Cohan

President

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