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Dan Casagrande
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Santa Cruz, Scotts Valley, San Jose, Los Gatos, Aptos, Monterey, Carmel, Salinas, Morgan Hill
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Santa Cruz, Scotts Valley, San Jose, Los Gatos, Aptos, Monterey, Carmel, Salinas, Morgan Hill
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Reverse Mortgages Available in Santa Cruz & San Jose, CA

DAn is here to help With Reverse Mortgages in Santa Cruz, San Jose, Monterey or wherever you call home.

call dan today 831-423-2900 or 408-297-0000.

Dan Casgrande
Dan Casagrande is your local reverse mortgage expert serving the Santa Cruz, CA area. Dan loves helping folks understand their options, and he is available by phone, email or in person at your kitchen table, ready to answer all of your reverse mortgage questions. Dan is a member of the following associations:
  • NRMLA, National Reverse Mortgage Lenders Association
  • A+ Better Business Bureau
  • HUD Approved Lender
  • Equal Housing Lender
  • National Association of Insurance & Financial Advisors of Silicon Valley
  • Santa Cruz County Association of REALTORS®
  • Santa Cruz Estate Planning Council
  • Santa Cruz Senior Roundtable Council                            
  • Santa Cruz Chamber of Commerce     
  • Italian Catholic Federation  
  • Christians in Commerce

How We Can Help

Reverse mortgages are a way to increase your spendable income in retirement. Whereas a traditional mortgage requires regular payments in order to gain ownership and home equity, a reverse mortgage gives you spendable cash based on the value of your home. A reverse mortgage is special in that you will not be required to make any payments on the mortgage as long as you live in the house and satisfy the loan terms. Right to stay in home is contingent on meeting loan terms. Borrower must occupy home as primary residence and is responsible for payment of property taxes, homeowner’s insurance, the costs of home maintenance and any HOA fees.Ultimately the loan is repaid when the house is sold, either when you move out or pass away.

Also Serving Monterey and Campbell

We want you to understand your financial options. If you need a more information on a reverse mortgage in Santa Cruz, Monterey or Campbell we can discuss your options at length. Make an appointment with Dan and see just how much you can improve your finances with a simple home equity conversion mortgage. Call us at 831-423-2900 to get started.
NMLS # 561104, NMLS # 1025894

Our Commercials

Click to Listen to what DAN's happy clients have to say.

Bennett - Rio Del Mar, CA
Gene - San Jose, CA
Harry - Monterey Bay Area, CA
Mari - Aptos, CA
Patricia - Sherman Oaks, CA
Scott - Scotts Valley, CA
Susan - Santa Cruz, CA


Retirement Funding Solutions
1414 Soquel Ave
Santa Cruz, CA 95062
Phone: 831-423-2900
Get Directions

Business Hours

Open 7 Days a Week

Retirement Funding Solutions NMLS 561104

Retirement Funding Solutions was created to address and solve for one of the most significant challenges facing the Baby Boomer Generation today….Being Financially Prepared for Your Retirement Years.

Synergy One Lending Inc. d/b/a Retirement Funding Solutions, NMLS 1025894; Alabama Consumer Credit License #22123; Department of Financial Institutions - Arizona Mortgage Banker License 0926603; Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act – California License 4131356; Licensed by the Connecticut Consumer Credit Division - Mortgage Lender License ML-1025894; Regulated by the Colorado Division of Real Estate, Colorado Mortgage Company Registration 1025894; Delaware Licensed Lender #020926; District of Columbia Mortgage Dual Authority License MLB1025894; Florida Mortgage Lender License MLD1079; Georgia Residential Mortgage Licensee. Georgia Mortgage Lender License #46648; Idaho Mortgage Broker/Lender License MBL-8537; Illinois Residential Mortgage Licensee #MB.6761115; Licensed by Indiana Department of Financial Institutions - First Lien Mortgage Lending License 27156; Iowa Division of Banking - Mortgage Banker License 2015-0038; Kansas Licensed Mortgage Company License #MC.0025258; Kentucky Mortgage Company License #MC327694; Louisiana Residential Mortgage Lending License #1025894; Maine Supervised Lender License 1025894; Maryland Commissioner of Financial Regulation - Mortgage Lender License 21678; Michigan 1st Mortgage Broker/Lender License FL0019960; Minnesota Residential Mortgage Originator License #MN-MO-1025894; Licensed by the Mississippi Department of Banking and Consumer Finance. Mississippi Mortgage Lender License #1025894; Montana Mortgage Lender License 1025894; Montana Mortgage Broker License 1025894; Nebraska Mortgage Banker License 1025894; Licensed by the New Hampshire Banking Department 19926-MB; Licensed by the New Jersey Banking and Insurance Department – New Jersey Residential Mortgage Lender License 1025894; New Mexico Mortgage Loan Company License 1025894; Licensed by the North Carolina Commission of Banks office – North Carolina Mortgage Lender License L-164411; Ohio Mortgage Broker Act Mortgage Banker Exemption MBMB.850248.000; Oklahoma Mortgage Lender license #ML010730; Oregon Mortgage Lending License ML- 5208; Pennsylvania Department of Banking and Securities License 49997; South Carolina- Board of Financial Institutions Mortgage Lender / Servicer License MLS-1025894; Tennessee Mortgage License #125659; Texas Mortgage Banker Registration 1025894; Utah DRE Mortgage Entity License 8954729; Virginia Mortgage Broker and Lender Licensee, NMLS ID 1025894; Washington Consumer Loan Company License CL-1025894; Wisconsin Mortgage Lender License #1025894BA; Wyoming Mortgage Lender/Broker License 2677.

These materials are not from HUD or FHA and the document was not approved by HUD, FHA or any Government Agency.

Synergy One Lending, Inc. dba Retirement Funding Solutions. NMLS ID 1025894. 3131 Camino Del Rio N 190, San Diego, CA 92108. These materials are not from, and were not approved by, HUD or FHA.

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    You can see Dan on the highways,
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    and read about him in print & online.
    Right to stay in home is contingent on meeting loan terms. Borrower must occupy home as primary residence and is responsible for payment of property taxes, homeowner's insurance, the costs of home maintenance and any HOA fees.