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Compare Reverse Mortgage Specialists in Petaluma, CA

Compare reverse mortgage specialists in Petaluma. Review contact information and insurance categorys before you decide.

19 agents listed
Updated June 2026
Petaluma, CA
Important: Listings are compiled from publicly available sources and have not been independently verified by BeforeMortgageUSA.com. We do not endorse any broker or guarantee outcomes. Verify licensing and disciplinary status with the State Mortgage Licensing Authority of California before hiring.
Showing 19 reverse mortgage specialists in Petaluma, CA Listings are displayed in no particular order and are not ranked by BeforeMortgageUSA. Order does not constitute a recommendation or endorsement of any broker.
eMortgages.com
407 Kentucky St, Petaluma, CA 94952
(707) 235-2812 emortgages.com
Preferred Rate - Martin Yataco
755 Baywood Dr 2nd Floor Suite 212, Petaluma, CA 94954
(415) 328-9968 myhomeloan.org
Kristy Dark - PrimeLending NMLS #508424
1301 Redwood Way #230, Petaluma, CA 94954
(707) 486-2470 lo.primelending.com
Dan Ancheta
1318 Redwood Way #220, Petaluma, CA 94954
(707) 490-5997 sequencemortgage.com
Jeremy Forcier at CrossCountry Mortgage
5341 Old Redwood Hwy N Suite 104, Petaluma, CA 94954
(707) 781-8903 ccm.com
The Regan Team Home Loan Group
775 Baywood Dr #308, Petaluma, CA 94954
(707) 508-8473 reganteam.com
W Mortgage Group
11 5th St, Petaluma, CA 94952
(707) 710-8252 wmortgagegroup.com
America's Home Loans - Petaluma CA
11 Petaluma Blvd N Suite 206, Petaluma, CA 94952
(707) 763-7900 petalumamortgagebroker.com
George Adair at CrossCountry Mortgage
5341 Old Redwood Hwy N Suite 104, Petaluma, CA 94954
(707) 583-8101 georgeadair.com
Steven Peritore at CrossCountry Mortgage
5341 Old Redwood Hwy N Suite 104, Petaluma, CA 94954
(707) 271-7774 ccm.com
Reliant Mortgage Group - Juan Rivera
11 Petaluma Blvd N #207, Petaluma, CA 94952
(415) 798-0320 riverahomeloans.com
Joshua Gordon at CrossCountry Mortgage
5341 Old Redwood Hwy N Suite 104, Petaluma, CA 94954
(707) 271-7769 ccm.com
NorCal Reverse | Mortgage Loan Broker
17 Keller St, Petaluma, CA 94952
(707) 285-0504 norcalreverse.com
Mary Brusco
737 Southpoint Blvd STE L, Petaluma, CA 94954
(707) 477-2947 caliberhomeloans.com
Sequence Mortgage
1318 Redwood Way #220, Petaluma, CA 94954
(707) 490-5997 sequencemortgage.com
Roger Farah at CrossCountry Mortgage
5341 Old Redwood Hwy N Suite 104, Petaluma, CA 94954
(707) 322-1100 rogerfarah.com
Golden Gate Financial
765 Baywood Dr #339, Petaluma, CA 94954
(707) 766-9464 goldengatefinancial.net
CrossCountry Mortgage, LLC
5341 Old Redwood Hwy N Suite 104, Petaluma, CA 94954
(415) 717-7155 crosscountrymortgage.com
Reverse Mortgage Funding LLC - Dan Jostedt
755 Baywood Dr 2nd FL, Petaluma, CA 94954
(925) 488-9580 local.reversefunding.com

A reverse mortgage specialist in Petaluma, California helps seniors aged 62 and older convert part of their home equity into tax-free funds. In California, borrowers must complete a mandatory counseling session with a HUD-approved counselor before applying. Petaluma homeowners can use these funds for home repairs, medical expenses, or supplementing retirement income, while still retaining ownership of their property.

What Does a Reverse Mortgage Specialist in Petaluma Cost?

Typical costs for a reverse mortgage specialist in California include an origination fee of up to 2 percent of the home value, capped at $6,000. Other costs include a mandatory HUD counseling fee of about $125 to $250, an appraisal fee of $400 to $600, and closing costs such as title insurance and recording fees. Total upfront costs often range from $2,000 to $8,000, depending on the loan size and property value. This is general information, not mortgage or financial advice.

* Cost estimates are general ranges based on publicly available data and compiled using automated research tools. Actual fees vary by agent and case complexity. This is not mortgage or financial advice — consult directly with an agent for fee specifics.

Frequently Asked Questions

What are the age requirements for a reverse mortgage in Petaluma?
In California, the minimum age for a reverse mortgage is 62 years old. All borrowers listed on the title must meet this age requirement. The home must also be the borrower's primary residence.
Are reverse mortgage proceeds taxable in California?
No, reverse mortgage proceeds are not considered taxable income by the IRS or the state of California. The funds are treated as a loan advance, not income. However, interest on the loan is not deductible until the loan is repaid.

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