Vicki Sweeten San Diego's FINEst mortgage brokers
Loan officer Vicki sweeten with imortgage loves making that phone call, “your loan has funded, let’s get your keys”. She says, “It’s one the largest purchases a family will make in their lifetime and having such a positive impact is incredible”.
For most people, owning a home is a source of both personal satisfaction and financial reward. Vicki loves making that phone call, “your loan has funded, let’s get your keys”. She says, “It’s one the largest purchases a family will make in their lifetime and having such a positive impact is incredible”.
Vicki Sweeten San Diego's FINEst mortgage brokers has always believed in homeownership. At the age of 16, Vicki and her now husband, Alan, would drive around neighborhoods looking at beautiful houses discussing the steps needed to purchase a home. While playing collegiate softball, she set out to learn what it took to become successful. Years later, she has translated her knowledge and desire into helping others achieve their dream of home ownership.
Supportive of her husband’s dream to own a duplex by 30, they jumped into a big foreclosure renovation with both feet. The budget ran over, putting a strain on the couple’s finances. Vicki needed a better renovation solution. After working at 3 big banks she found imortgage. At imortgage, Vicki can continue to offer many financing solutions, but also the best renovation option she has seen. The loan allows the purchase or refinance of a primary, second home, or investment property and is based on the new “after repairs” value. It’s exactly what she was looking for and wished they had found it years ago.
Alan is a CERTIFIED FINANCIAL PLANNER™ and owner of Sweeten Wealth Management (SWM). SWM provides business retirement plans and Vicki saw a need to fill. What if they could bring an education benefit package to employers? They now offer a voluntary Financial Wellness Benefit through The Home Benefit IQ Program, bringing together a team of local experts from different organizations, in the fields of lending, real estate, and financial planning. The focus is to not only save employees both time and money, but to educate them so they can make sound financial decisions. Their no-cost Financial Wellness Benefit is offered to companies of all sizes, but it may be especially valuable for start-ups struggling to offer benefits or a non-profit looking for a creative way to fundraise.