Mortgage & Lending
Warren Goldberg
Certified Mortgage Planning Specialist®, President and Founder · Mortgage Wealth Advisors, Inc.
Plainview, New York
Biography
Warren Goldberg is the President and Founder of Mortgage Wealth Advisors, Inc., a Certified Mortgage Planning Specialist®, and a published author. Since 1992, he has helped thousands of families across New York and Florida purchase homes, refinance mortgages, restructure debt, and invest in real estate. His interviews and presentations include Blog-Talk Radio, Newsday, the Daily News, the Long Island Herald, and the Nassau County Bar Association, and his weekly mortgage industry newsletter is read by thousands of subscribers. Warren is known for developing long-term relationships with his clients and staying in touch long after the closing, with clients regularly recommending friends and family to Mortgage Wealth Advisors when they need mortgage, financial, and real estate guidance.
Services
- Purchase mortgages
- Refinance mortgages
- Reverse mortgages
- Residential & investment property financing
- Concierge mortgage guidance
- Debt restructuring
- Equity extraction
- Collaborative planning with Financial Advisors, CPAs & Attorneys
Specialties
- Mortgage planning as a financial tool
- Purchase & refinance solutions
- Reverse mortgages
- Investment property financing
- Fast closings — typically 30 days or less
- Personalized mortgage strategies
- Direct, single-point-of-contact service
- 30+ years of 5-star client experience
Credentials
- Certified Mortgage Planning Specialist®
- NMLS #158412
- Registered Mortgage Broker, NYS Dept. of Financial Services
- Licensed Mortgage Broker, Florida Office of Financial Regulation
- NMLS #848753 — Mortgage Wealth Advisors, Inc.
- Loans arranged through third parties
Awards & Recognition
- Thousands of 5-Star ratings and testimonials over 30+ years
- Highly recommended by Realtors, Attorneys, CPAs and Financial Advisors
Ideal Referrals
A Financial Advisor, CPA, Estate-Planning Attorney, or Matrimonial Attorney who wants their clients' mortgage needs handled collaboratively so the mortgage complements their budget, lifestyle, financial plan, and wealth-building goals. Also, anyone looking to purchase property, sell a home, refinance, restructure debt, or pull equity from a property while ensuring their mortgage is structured to fit their goals.