Rick Robertson

Background

About Rick Robertson

Confident, Respected Expertise Rick helps families in his community achieve financial freedom, build wealth and experience their life dreams through implementing intelligent, responsible and sustainable mortgage strategies. 2016 WAMP Award for Outstanding Loan Originator, Washington State 2023 FIVE STAR LEGEND | Mortgage Professional | recognized in FORTUNE Magazine 2024 FIVE STAR Mortgage Professional | Seattle Magazine. Winner 2009-2024 Rick Robertson is a Certified Mortgage Planning Specialist (CMPS®) and Bellevue & Pacific Northwest Branch Manager for Planet Home Lending of Bellevue Washington. Through mortgage planning, Rick's role is to help his clients make sure that they have leveraged themselves in the best, most conservative model that maximizes wealth creation and maximizes financial security for them & their families. Rick works with clients to weave their mortgage into their overall long and short-term financial goals. This includes assessing their current financial landscape, cash flow analysis, real estate investment analysis, real estate equity management goals, and tax planning strategies. Prior to his career as a mortgage professional, Rick had a successful career spanning finance, sales, marketing, planning and operations in the travel industry as a senior manager at Expedia.com and a variety of leadership positions at United Airlines in management, planning, international operations and customer service. NMLS MLO-120044 PLANET HOME LENDING NMLS #17022 LICENSED BY THE DFPI UNDER THE CRMLA Specialties: Whose advice are you following? CMPS certification incorporates the skill sets required to effectively integrate a client's mortgage, debt and home equity strategy into their overall financial plan: Core Areas of My Expertise - Financial Market and Interest Rate Analysis - Cash Flow & Debt Analysis - Real Estate Equity Management - Real Estate Investment Planning - Mortgage & Real Estate Taxation Concepts