--- title: About The Reverse Advisor | Guiding Seniors to Financial Success description: Learn about the founder, Kent Kopen, and his mission to educate seniors on reverse mortgages. Explore guiding principles, client commitment, and resources. --- [Skip to content](https://www.thereverseadvisor.com/about#main-content) [![](https://www.thereverseadvisor.com/hs-fs/hubfs/TRA_logo_-_only_left_side.png?width=134&height=103&name=TRA_logo_-_only_left_side.png)](https://www.thereverseadvisor.com/?hsLang=en) - [Our Process](https://www.thereverseadvisor.com/unique-process) - [About](https://www.thereverseadvisor.com/about) - [Blog](https://www.thereverseadvisor.com/blog) Open main navigation Close main navigation - [Our Process](https://www.thereverseadvisor.com/unique-process) - [About](https://www.thereverseadvisor.com/about) - [Blog](https://www.thereverseadvisor.com/blog) - [Contact Us](https://www.thereverseadvisor.com/contacts-us) [Contact Us](https://www.thereverseadvisor.com/contacts-us?hsLang=en) # About Learn more about Kent and The Reverse Advisor's guiding principles, mission, resources, and clients.  ![IMG\_0019](https://www.thereverseadvisor.com/hs-fs/hubfs/IMG_0019.jpg?width=300&height=450&name=IMG_0019.jpg "IMG_0019") ## Meet Kent Kopen Kent Kopen brings a wealth of professional experience to his clients. Previously securities licensed as financial advisor with Merrill Lynch and Morgan Stanley, Kent Kopen also has a deep background in real estate, finance, and construction project management. Kent has over two decades of mortgage experience as a loan officer and executive leader. Kent earned an MBA from the University of Southern California (USC), where he graduated with honors. He also earned an Architectural Engineering degree from the University of Colorado. Kent is a founding member and current academic advisor for the National Institute of Financial Education, a 501(c)(3) non-profit organization, founded in 2007, which focuses on financial literacy. Kent also has all required active licenses, and additional credentials, to provide professional residential real estate and mortgage loan brokerage services. To learn more, and to read recommendations and skills endorsements, see [LinkedIn/kentkopen](https://www.linkedin.com/in/kentkopen/). ## The Reverse Advisor The Reverse Advisor is an educational resource for seniors on strategies, challenges, and benefits of using a reverse mortgage. Today's reverse mortgage, also known as a Home Equity Conversion Mortgage, or HECM, can be used as a wealth management tool to eliminate monthly payments and access tax-free cash. Ongoing and recent changes by HUD to the FHA-insured reverse mortgage program enhance its long-term stability and suitability as a solution to one of America's biggest demographic challenges: bridging the gap between longer lifespans and insufficient retirement savings. Recent legal safeguards, including financial assessment and non-borrowing spouse rules, are designed to protect senior homeowners, spouses, and their heirs. Mission Our mission is to educate, guide, and connect with senior homeowners who seek a safe, reliable way to access some of the wealth stored in their home to improve cash flow and provide a financial cushion. We help homeowners and home buyers age 62+ realize their dreams in less time, at less cost, with less drama. Resources Visit facebook.com/thereverseadvisor for reverse mortgage articles from nationally-recognized sources including: The Wall Street Journal, Forbes, CBS News, Bloomberg, The Huffington Post, The New York Times, Market Watch, Ted Talks, and articles we've written as far back as 2007. Our carefully chosen facebook content is designed to help homeowners 62+ gain clarity around ways of leveraging home equity conversion mortgages (reverse mortgages) to improve their retirement income and increase their confidence and ability to handle unexpected expenses. Our YouTube channel features videos we've created on many topics of interest to homeowners and financial professionals including our 6-step unique process, why we're passionate about helping seniors, reverse mortgage myths, how reverse mortgages work, and the process of getting a HECM.  Follow us on Twitter for current information regarding seniors and real estate finance. We have long been committed to helping Certified Financial Planners®, CPAs, and estate planning attorneys understand and implement home-equity-based retirement strategies.  We formally began this outreach in 2007, at the University of California, with guest lectures to graduate students studying for the CFP® exam. Clients We serve homeowners who are age 62+ and who have considerable equity in their homes. Most of our clients are introduced to us by financial services professionals, trust attorneys, real estate agents, and homeowners we've helped in the past. We frequently began relationships by talking with the adult child of a retired person because some seniors are not comfortable on the Internet. The benefit of working with a Certified Reverse Mortgage Professional, a designation we are proud to have earned, is that we subscribe to a strict code of conduct and we are trained to help find financial solutions when retirees need more income, reserves, or help mitigating a capital gains tax liability. If you'd like a free, no obligation conversation, with a Certified Reverse Mortgage Professional, about your specific situation, or your parent's, Contact Us. ## Our Guiding Principles The following principles represent the commitment we make to each client we are given an opportunity to serve: | | Without exception, we will ask questions and listen to our clients in order to fully understand their needs, goals, and concerns. | | --- | --- | | | Come from a place of empathy. We are sensitive to the fears and confusion that surround reverse mortgages. | ![Making Payments on a Reverse Mortgage Large](https://www.thereverseadvisor.com/hubfs/Making%20Payments%20on%20a%20Reverse%20Mortgage%20Large.jpeg "Making Payments on a Reverse Mortgage Large") ## Get in touch to start your reverse mortgage today! [Contact Us](https://www.thereverseadvisor.com/contacts-us?hsLang=en) [![The\_Reverse\_Advisor\_Logo](https://www.thereverseadvisor.com/hs-fs/hubfs/TRA_logo_-_only_left_side.png?width=195&height=150&name=TRA_logo_-_only_left_side.png "The_Reverse_Advisor_Logo")](https://www.thereverseadvisor.com/?hsLang=en) [facebook-f icon](https://www.facebook.com/thereverseadvisor/) [youtube icon](https://www.youtube.com/@TheReverseAdvisorMortgage/videos) [twitter icon](https://x.com/i/flow/login?redirect_after_login=%2FReverse_Advisor) ## Contact   800-208-1252    Nationwide Loans, Inc, 701 Palomar Airport Road, Suite 300, Carlsbad CA 92011 ### Subscribe   ---   Copyright © 2026, The Reverse Advisor [Privacy Policy](https://www.thereverseadvisor.com/privacy-policy?hsLang=en)  |  [Terms of Use](https://www.thereverseadvisor.com/terms-of-use?hsLang=en) |  [Licensing](https://www.thereverseadvisor.com/licensing?hsLang=en) Mortgage brokerage services offered through Nationwide Loans, Inc. For informational purposes only. This is not a commitment to lend or extend credit. All loans are subject to credit approval. The Reverse Advisor powered by Nationwide Loans, Inc, 701 Palomar Airport Road, Ste 300, Carlsbad CA 92011, (800) 540-3909, NMLS #1799965. [State Licenses |](https://www.mynli.com/licensing/) [NMLS Consumer Access](https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/1799965) | [Privacy Policy](https://www.nationwideloansinc.com/privacy-policy/) | Equal Housing Opportunity. Kent Kopen: NMLS (#249631, issued 2012), CA Broker License (#01170224, issued 2010), TX SML, AZ DFI (LO-1030531), FL (#249631), Certified Liability Advisor. The Reverse Advisor is an educational initiative to help homeowners 55 and over better understand reverse mortgages.