Network Service Partners Award Winner
Name: Kelly A. Marsh
Company: Broadview Mortgage
Location: 1826 State Street, Santa Barbara, CA 93101
Phone: 563-1100 x l06
Cell Phone: 805-698-9598
Professional Experience:
Kelly Marsh is the Branch Manger of Broadview Mortgage in Santa Barbara, California. Born and raised in the community that she now serves, she is committed to helping her clients navigate through the most complex financial transaction, a home mortgage.
As a mortgage planning specialist, Kelly demonstrates a broad range of expertise in financial knowledge with includes Financial Market & Interest Rate Analysis, Cash Flow & Debt Analysis, Real Estate Equity Management, Real Estate Investment Planning and Mortgage & Real Estate Taxation Concepts. She applies these real estate investment strategies when analyzing a client’s mortgage, debt and home equity strategy into their overall financial plan.
With the current economic environment it is critical to make the right decision regarding your mortgage financing and to work with a qualified mortgage profession. Kelly’s continued business success is due to her strong relationships with her clients and network of business partners.
Kelly is available for confidential consultations by phone or appointment at her Santa Barbara office.
Professional Designation: Certified Mortgage Planning Specialist, CMPS®, Licensed Real Estate Salesperson Since 1997
“Licensed Mortgage Loan Originator License No: CA-DCO 245822”
Languages Spoken: English
Community Involvement: Santa Barbara Networking Group
Geographic Area Served: State of California – mostly Santa Barbara and Ventura Counties
Client Testimonial: You not only move mountains for us but you take the time to explain the loan process in terms that we can understand. Thank you for your honesty and your straightforward willingness to share the names of good people you work with who have the same integrity in their business dealings as you.
Thank you so much for all that you did to help us own a piece of paradise. You went above and beyond and yet, we know full well that this is just who are you and how you show up in the world. Thank you for being such a professional and for all of your knowledge and hard work on our behalf. We feel so very fortunate to have had you handle our mortgage and to continue to support and guide us with the future financing of our mortgages.
Coastal Housing Partnership
PO BOX 50807 • Santa Barbara, CA 93150
t: 805-969-1025 • f: 805-882-1496