Our Mortgage Advisors

Our mortgage advisors make every effort to build one-on-one relationships with clients, offering personalized attention and financial guidance. What else sets them apart?

Personal Attention

Just like when you go to the doctor, our mortgage advisors believe in providing one-on-one service, if you prefer. They listen to your needs and goals and offer a personal “diagnosis” in language that you understand. And long after your appointment, you can count on them to be familiar with your history and provide answers to future questions and concerns.

We realize that our level of service might seem a little unconventional. But why should you expect anything less than personalized, one-on-one attention when it comes to your biggest investment?

Who They Are

At PCMA, we believe the best advice comes from someone who really cares about you. That’s why we require the best and brightest in the industry to represent our firm in the capacity of mortgage advisor – someone who meets our knowledge requirements but most of all meets our high standard of people pleasing. Someone with whom you can build a long lasting one-on-one relationship.


Not only are our financial advisors part of their communities, they’re committed to making them better places. We’re proud of the dedication many of them demonstrate, whether it’s mentoring at the local elementary school or supporting causes. Charitable organizations like The United Way, Habitat for Humanity and Children’s Hospital of Orange County are just a few that have benefited from the generosity of our associates throughout the years.


While these community-based values are important to PCMA, there’s a professional side that’s just as essential. Our mortgage advisors continuously build their financial knowledge. We demand a lot of hard work from them that involves passion, motivation and long hours — which is further testament to the types of individuals they are.

Recruiting & Training

Because we have a different kind of approach at PCMA, we believe it’s important to look for a different kind of employee. What kind of candidate do we search for in a mortgage advisor?

We look for people with passion, confidence, independence and a belief in doing what’s right, instead of what’s expected. We like to hire people who understand and can embrace our “unfashionable” approach to mortgage finance.


Once we invite people to join PCMA, we train them to deliver an exceptional level of personal attention and to maintain that involvement so they’re doing what’s right for our clients. We start by recruiting individuals with extensive experience in mortgage finance and SAFE Act licensed credentials in good standing. These are high requirements to meet in an industry that is known to be transient but this is what makes our core principles work and we don’t just stop there.


We believe that in order to recruit the best mortgage advisors, we need to continuously provide long-term development opportunities. Our ongoing programs, which are rated among the best in the industry, provide training, mentoring and evaluation, and build financial knowledge. We offer rigorous courses on personal finance and homeownership so our financial advisors can feel confident they’re providing the best service possible.

In the end, we believe our financial advisors are set apart by their exceptional training and commitment to helping our clients. This has helped distinguish PCMA from other firms, including being awarded highest customer satisfaction awards.