Carlyle Financial
Wed:
8:00 AM - 7:00 PM
Closed
About:
Carlyle Financial is your trusted California Jumbo Mortgage Broker, offering a wide range of customized jumbo and super-jumbo home loan solutions to fit your specific financial needs. Our experienced team expertly navigates complex financial situations, handling loan amounts of $10M+, structuring interest-only payments, leveraging RSU income, and managing intricate self-employment income. With advanced lending technology, we simplify the entire loan process while providing expert guidance from start to finish. With over 30 years of experience and $2 billion in funded jumbo loans, we deliver superior mortgage solutions and competitive rates for clients in California and across the U.S., ensuring you get exactly what you need.
Why Choose Carlyle Financial?
Choosing Carlyle Financial means choosing peace of mind and financial clarity.
✔️ Personalized planning for every stage of life
✔️ Fee-based advisor structure—no hidden agendas
✔️ Transparent communication and regular check-ins
✔️ Decades of combined investment expertise
✔️ Proactive market insight and tax-aware advice
✔️ Holistic support for retirement, education, and wealth building
✔️ Client-first approach—your goals drive our strategy
✔️ Adaptable plans that evolve with life changes
✔️ Personalized planning for every stage of life
✔️ Fee-based advisor structure—no hidden agendas
✔️ Transparent communication and regular check-ins
✔️ Decades of combined investment expertise
✔️ Proactive market insight and tax-aware advice
✔️ Holistic support for retirement, education, and wealth building
✔️ Client-first approach—your goals drive our strategy
✔️ Adaptable plans that evolve with life changes
Our Services
We offer comprehensive financial planning and investment management to meet your goals.
✔️ Retirement planning and income strategies
✔️ College savings and education funding
✔️ Investment portfolio design and monitoring
✔️ Tax-efficient planning and strategies
✔️ Risk management and insurance advice
✔️ Estate planning coordination with your professionals
✔️ Cash flow analysis and debt management
✔️ Ongoing financial reviews and adjustments
✔️ Retirement planning and income strategies
✔️ College savings and education funding
✔️ Investment portfolio design and monitoring
✔️ Tax-efficient planning and strategies
✔️ Risk management and insurance advice
✔️ Estate planning coordination with your professionals
✔️ Cash flow analysis and debt management
✔️ Ongoing financial reviews and adjustments
Customer reviews
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Location & Hours:
- Mon: 8:00 AM - 7:00 PM
- Tue: 8:00 AM - 7:00 PM
- Wed: 8:00 AM - 7:00 PM Closed
- Thu: 8:00 AM - 7:00 PM
- Fri: 8:00 AM - 7:00 PM
- Sat: 10:00 AM - 4:00 PM
- Sun: 10:00 AM - 4:00 PM
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