For more than 21 years, Kent Kopen has been helping clients manage their liabilities and assets in a more congruent, holistic manner. The majority of Kent’s professional focus has been on helping people make smart financial decisions when they borrow money.
Kent works with some of Orange County’s top Financial Advisors, Estate Planning Attorneys, CPAs and Accountants. He compliments their work by creating liability management plans that support multidisciplinary comprehensive wealth management strategies. He also enjoys occasional roles as a financial educator and trainer. Kent explains his unique ability this way…
“I help people understand things that seem confusing or overwhelming. By asking the right questions, I inspire people to make wise decisions and take appropriate action, which provides a greater sense of confidence and peace of mind.”
Mr. Kopen earned his MBA from the University of Southern California (USC) where he graduated with honors. He also holds a Bachelor of Science degree in Architectural Engineering from the University of Colorado, Boulder.
In 2011 he received the Chartered Retirement Planning Counselor credential from the College for Financial Planning. Kent holds or has held Series 7 and Series 66 securities licenses and insurance and real estate broker licenses in both California and Colorado.
Kent co-authored the liability management book, Borrow Smart Retire Rich ©2007, and was a former guest lecturer at the University of California, Irvine (UCI) on reverse mortgages and financing strategies for seniors. Kent has been a member of the Hoag Hospital Foundation 552 Club since 1989.
He has also been a member of the Estate Planning Council of South Orange County, ACG Orange County, and board member of the USC SOC Alumni Association.
Kent can be reached at 800-208-1252 or at email@example.com. Kent Kopen, NMLS#249631. Home Point Financial is located at 620 Newport Center Drive, Suite #860, Newport Beach, CA 92660.
Your trusted Mission Viejo reverse Mortgage Professional with the best rates in Orange County.
Kent Kopen and United American Mortgage Corporation do not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The information in these materials, including interest rates and loan programs may change at any time and without notice. This is not a commitment to lend. Restrictions apply. All rights reserved. United American Mortgage Corp is not acting on behalf of or at the direction of HUD/FHA or the federal government.