“Every person who invests in well-selected real estate in a growing section of a prosperous community adopts the surest and safest method of becoming independent, for real estate is the basis of wealth.”
– Theodore Roosevelt – 26th U.S. President
Fun Facts
Number of 92127 Single Family Homes Sold in 2015: 585
Number of 92127 Condos/Townhouses Sold in 2015: 246
Population of 92127 (approx.): 40K
Housing in 92127 (approx.): 15K
Average Household Income: 120K
Average House Value (sold in 2015): 862K
# of 92127 Homes currently for sale: 188
Number of Real Estate Agents involved with one or more transactions in 92127 during 2015: 923 (674 only had 1 transaction)
92127 Average Annual Sales Price
All information and statistics contained herein are for entertainment purposes only. Statistics and information were obtained from multiple sources deemed reliable but not guaranteed. Do not use any information contained on this page for investment purposes. Please consult with the appropriate licensed professionals for all of your real estate and investment needs.
Anne Schreiber
Coldwell Banker Rancho Santa Fe
Anne Schreiber’s unrelenting drive for results and absolute passion to help is evident throughout her career and life
Anne is committed to excellence. This can be seen in her education, success in business, and communication and negotiation skills. She is a native San Diegan. After completing her B.A. in Sociology and M.A. in Teaching, Anne worked for seven years as a kindergarten teacher in Juneau, AK and in Coronado, CA. After the birth of her first child she became a fitness professional, teaching group exercise classes for Fit4Mom/Stroller Strides. She rapidly grew her location to one of the largest in San Diego and was asked to direct the corporately-owned, largest franchise in the company right here in San Diego with 18 locations and approximately 40 independent contractors. Under her results-based leadership, the franchise experienced great success with a 38% increase in franchise revenues during her three-year term as the director. This balancing act of support, communication, and education paired with client-stated objectives and first-class consultation is serving her very well in real estate. In fact, Anne earned the coveted International President’s Premier award in 2015 which ranks her in the top 1% of Coldwell sales associates worldwide.
Anne is committed to excellence. This can be seen in her education, success in business, and communication and negotiation skills.
The team she has built – which now contains sales agents and partners Annie Jackman and Ron Kaufmann as well as support staff Brenda Ryan and Donal Schmitt – is taking service, expertise, and accessibility to a whole new level in 2016. That, combined with a dedicated staging team, Consider It Staged, and the incredible expertise and partnership with EverBank’s James Feldman for buyer financing, is already producing awards for the team. They recently received the Coldwell Banker Outstanding Performance Award for March 2016.
Anne’s team is committed to delivering unmatched service to buyers and sellers in North County San Diego with ethics, integrity, and results.
Anne is a certified negotiation expert. Due to her previous career and M.A. in Teaching, she is also an expert with the local school districts and a board member for the Del Sur Education Foundation. More than anything, Anne is a professional who will pursue the protection of real estate equity with her full motivation and passion. She empowers her clients with knowledge and education each step of the way.
Name: Anne Schreiber, M.A., C.N.E.
Company: Coldwell Banker Rancho Santa Fe
Phone: 858-414-5700
Website: www.SchreiberHomes.com
CalBRE #: 01906978
Charlotte Cofield
Cofield Homes
Experience the Difference
Broker and REALTOR(R) Charlotte Cofield operates Cofield Homes with a commitment to excellence and dedication to personalized service. Charlotte helps clients with residential re-sales, home purchases, investment properties, relocation, and property management throughout San Diego County and California. Charlotte, through her real estate business, exemplifies the highest level of integrity and service.
Following years of success as an agent, Charlotte realized that her desire, knowledge, and experience in both mortgage and real estate were strong enough for her to become a successful independent broker. Since the founding of Cofield Homes Independent Brokerage in 2009, Charlotte’s skills and performance established a tradition of excellence. In addition to her extensive business experience, Charlotte is certified as an Accredited Buyer Representative (ABR) and a Short Sales and Foreclosure Resource (SFR).
Because she always works directly with her clients from the beginning to the end of a transaction, Charlotte has cultivated an outstanding reputation for providing personalized service. She listens to her clients’ real estate goals and together they develop a plan to meet those objectives. Working in this manner has afforded her the opportunity to develop a successful personal relationship with each client.
Her dedication to a client’s success is what Charlotte especially prides herself on. She works hard to ensure that each experience is as stress-free as possible for the client. This is highlighted by her continual availability to clients via all modern technologies. Charlotte shared, “To work with clients to find the home they love at a price they can afford not only makes them happy but excites me as well. That is why I truly love what I do.”
Charlotte’s target area is primarily 92127, though she has assisted clients throughout San Diego and Riverside County and other parts of California. She has lived in 4S Ranch since 2001 and is highly involved in activities within the community. With 4S Ranch close to her heart, Charlotte strives to help others who currently live in the community – or who hope to soon – enjoy their perfect home.
Testimonial:
”Charlotte was amazing! Charlotte is head and shoulders above the rest, and you will never have a moment where you are not well informed about where you are in the process. I truly feel she gave me the best value in my home and the best advice towards my purchase. I would never suggest a different agent to anyone looking to purchase or sell a home anywhere in San Diego.”
– Joshua Hoeksema
Name: Charlotte Cofield, Broker/Owner
Company: Cofield Homes
Phone: 858-688-3888
Website: www.CofieldHomes.com
CalBRE #: 01406498
Motsenbocker Properties
KW Luxury Homes International
Dream Homes, Investments, Condos, and Lots – Buying or Selling, Just Call MOTS!
Once you meet Deanne Motsenbocker, you’ll know why people want to work with her. Clients describe Deanne as “dynamic, tenacious, tireless and driven, with high standards of ethics.” She is known for her problem-solving skills as well as her penchant for providing outstanding service to her clients as she diligently protects their interests.
Deanne may be small in stature, but it would be difficult to find an agent with more energy, integrity, or a larger acumen for real estate. Consistently a top producer in both Northern and Southern California for over 10 years, her success and her ability to connect and relate to people in a real and caring way make Deanne a REALTOR® that so many turn to with confidence when buying or selling real estate. Deanne is grateful for the relationships she has formed and the trust both clients and colleagues have in her. Clients not only respect her accomplishments but love her good-natured spirit, saying, “Deanne is such a pleasant person to work with. No matter what the situation or the negotiation, Deanne keeps a positive attitude and helps everyone stay focused and upbeat.”
Deanne has a Bachelor of Science degree in Journalism with an emphasis in Advertising from University of Oregon (Go Ducks!). Her writing and marketing expertise give her clients an advantage. Deanne also earned a Master’s degree in Counseling/School Psychology. She worked as a school psychologist when her two children were young. (They didn’t experience the crazy evening and weekend hours that a REALTOR® works until they were older!) Deanne’s counseling and psychology background are extremely helpful when negotiating with people who are making such important life decisions. Buying and selling a home can be stressful and Deanne’s communication skills make it less so for her clients. Deanne listens and then gives savvy advice to help her clients achieve their goals.
Deanne has published many articles on real estate, won numerous awards for her achievements, and has earned, among other designations, the coveted Certified Negotiation Expert designation. She is active in local and national real estate associations and networking groups, and is involved in the community through volunteer work with the Helen Woodward Animal Center and Rancho Santa Fe Rotary Club.
Deanne’s son Ryan joined Motsenbocker Properties earlier this year. Ryan, who has a degree in Business Management from SDSU and is a licensed REALTOR®, brings his tech savviness, great communication skills, and shares his mother’s energy and enthusiasm for helping others and connecting with clients. Please call Deanne and Ryan anytime without obligation. To get the MO$T, call MOTS!
Names: Deanne and Ryan Motsenbocker Company: Motsenbocker Properties,
KW Luxury Homes International
Phone: 858-444-MOTS (6687)
Websites: www.DelSurLuxuryHomes.com and www.MotsProps.com
CalBRE #: 01724437 and 01973225
Scott Voak
Voak Homes
Scott Voak’s education and experience have helped him propel his career as the top selling agent in 92127 since 2008 and an eight-time winner of San Diego Magazine’s Five Star Award. He began working in real estate in 2003. Prior to that, he earned his BS in Electrical Engineering and his MBA in Entrepreneurship, followed by 12 years in high-tech sales and marketing, and valuable experience as a corporate vice president and CEO.
He currently serves as managing partner for the Inland Corridor office of Pacific Sotheby’s International Realty with a primary focus on marketing Executive and Estate Homes. “Early in my carrier working for Sol Price, I learned his philosophy of ‘give before you get.’ If you aren’t getting enough, you didn’t give enough. This philosophy really works well working in real estate where my goal isn’t to sell your home, but to do such a good job that I earn your referrals in the future.”
Scott has always been one of the industry leaders in putting new tools and technology to work for his clients. He was one of the first to use video instead of still pictures for virtual tours, and he also incorporates 3D-tours using MatterportTM technology. “The video is a real advantage because we reduce it to a 30-second clip that I can advertise to targeted and likely buyers through both Facebook and Google.”
Scott has found Sotheby’s International Realty to be a strong partner in promoting the executive and estate homes he markets. “Sotheby’s has tools we can use that just aren’t available to other agents. It’s not that agents don’t want to do what we can, it’s that they can’t. Sotheby’s has an international reputation of finding buyers for unique treasures – we do the same thing for homes, and the tools and technology Sotheby’s has are a big advantage.”
Scott continued, “Using these tools along with our video ads, we started launching our new listings with catered Market Premiere Open Houses. It has really worked and helped generate multiple offers on several properties. Some agents have been advertising sales over asking price, but that can mean the asking price was too low – we’ve been selling houses over the appraised value. That’s really satisfying – and hopefully helps generate those referrals!”
Testimonial:
“Scott helped us sell and buy this summer. He was professional and put together great marketing material for our house in 4S Ranch. We ended up getting a great offer and the process went smoothly. We were on vacation during closing and Scott handled everything for us, keeping in touch along the way. With respect to buying, we fell in love with a specific short sale. Scott was so patient with us while we searched for alternate dream homes. He knew exactly what we wanted and also helped to level our expectations. Ultimately, our short sale purchase was successful and we ended up in our dream house. We ended up working with Scott for over five months – he is a true professional and knows the local market thoroughly. Thank you, Scott!” – Rachel Ghadband
Name: Scott Voak, MBA
Company: Voak Homes
Phone: 888-311-6311
Website: www.VoakHomes.com
CalBRE #: 01153157
Lisa Herndon & Associates
Windermere Homes & Estates
Lisa Herndon & Associates is a local team whose years of experience and varied backgrounds give the skills necessary for smooth professional transactions from start to finish. Lisa Herndon has lived and worked in San Diego County for two decades after living in multiple states. She is a graduate of San Diego State, where she studied business administration with an emphasis in marketing. With 12 years of corporate experience in sales, training, and IT, Lisa has the skills and experiences that have made her a top ranked REALTOR® within Windermere Homes & Estates. She is a Premier Service Certified agent and five star client-reviewed on Zillow.com.
She is active with the Rancho Bernardo Business Association and an integral part of the Monterey Ridge Elementary School PTA, heading up their annual Fun Run. Lisa has been a 4S Ranch resident for 10 years, and her two children keep her connected with the community through their activities in baseball, soccer, dance, and horseback riding.
Lisa has built many lifelong clients through her years in real estate. She does not focus on just getting through one transaction; she builds a relationship and will support you through this and any future transactions you may have. Her history with her clients has led to many past clients referring friends and family members to Lisa because they trust her knowledge and service.
Lisa’s team includes Associate Agents Rebecca Rubino and Ami Markowitz. Rebecca currently lives in Del Sur and has lived throughout San Diego County. Her experience has given her great insight into various communities to help clients find the best area for their lifestyle. Ami, a Sabre Springs resident, brings his knowledge of marketing, sales, and past experiences as a REALTOR® in New Jersey and ensures that every client’s expectations are exceeded.
Name: Lisa Herndon
Company: Windermere Homes & Estates
Phone: 760-579-1183
Website: www.SanDiegoGreatHomes.com
CalBRE #: 01886777
Tim and Angie Todd
Select Homes Real Estate
Helping You Find Your Forever Home
Tim and Angie Todd are a husband and wife real estate team that focus on providing clients with personalized service and making each client feel like family through every step of the process. While their services reach all across San Diego, they especially focus on working with the 92127 community.
Their brokerage, Select Homes Real Estate, began in 2009. Tim, a licensed REALTOR® since 1985, encouraged Angie, who previously worked as a teacher, to change her career path after overcoming a series of heart health issues. When she was licensed in 2012, Angie joined Select Homes and they have worked great together ever since. The duo now helps clients with residential home sales and works with buyers, sellers, and residential property management. With other agents working under the brokerage, Select Homes continues to grow and thrive. “One of our goals was always to have our own business and we felt that having our own real estate brokerage would enable us to provide the exact kind of personalized service that we want to provide our clients,” Tim shared.
Angie’s previous heart health issues, which included two heart attacks – one at 22 and a second in 2009 – and open-heart surgery, led to the Todd’s involvement with the American Heart Association (AHA). Angie serves as a speaker on the Survivors’ Speakers Bureau and they participate in the annual AHA Heart & Stoke Walk and “Go Red For Women Month” in February. Additionally, a portion of every closed real estate transaction commission is donated to the AHA on behalf of Select Homes Real Estate.
“Our clients are like part of our family. Our goal is to help them find their dream home.”
They want each client to benefit from their personal and professional knowledge and experience. Tim and Angie are passionate about helping clients find their perfect San Diego home because they themselves have deep roots here. They both moved to the area in 1986 for college – Angie to USD and Tim to SDSU – and they met working as interns for the San Diego Chargers. Angie left after a year to teach and Tim stayed with the team for 10 years, which included the Chargers only Super Bowl appearance in 1995.
Married in 1992, they have lived in several different areas of San Diego. Angie and Tim have lived in and owned 10 homes, which makes them experts in understanding what it feels like to be on both sides of real estate transactions. In 1997, they moved to 92127 and fell in love with the community. They realized it was the perfect place to raise their three young children. They’ve been here ever since – and they want to help others find their dream home too.
“Our clients are like part of our family. Our goal is to help them find their dream home. We want to make sure that there is a comfort level with the entire process,” said Angie. “It’s not a cookie cutter process. Each family has individual needs that we attend to with the goal of making the process as smooth and stress-free as possible.”
Names: Tim & Angie Todd
Company: Select Homes Real Estate
Phone: 858-243-6243
Email: timandangietodd@gmail.com
Website: www.SelectHomesSanDiego.com
CalBRE #: 00904618
Eric Matz
Eric Matz Real Estate Team
The Eric Matz Real Estate Team Provides the Best Results for Their Clients!
Since 1990, Eric Matz has helped thousands of friends, neighbors, and referrals buy and sell homes in San Diego. The Eric Matz team is known for using the perfect mix of traditional sales strategies and the latest technology to sell homes quickly and for the highest price.
When it comes to knowing the territory, Eric, who was born and raised in Poway, definitely excels. He is extremely passionate about his community. For 26 years, Eric has helped friends, neighbors, and their referrals to buy, sell, and invest in real estate. Eric devotes himself to serving the needs of his clients before, during, and after their move by becoming their trusted real estate advisor.
After many years of selling homes, it became clear to Eric that it takes more than a one-man show to provide the high level of service that his clients deserve. So, he formed a like-minded team of professionals to provide top quality service while producing the best results for his clients. The team ensures success by following a 100-step marketing and sales plan to ensure that every listing they sell gets maximum exposure.
“As a professional REALTOR®, my commitment is to always represent the client’s best interest. I use my extensive experience to secure top dollar for sellers and personally guide them through the transaction,” said Eric. “I work with a wonderful team and we devote ourselves to serving the needs of clients before, during, and after their move.”
“I use my extensive experience to secure top dollar for sellers and personally guide them through the transaction. I work with a wonderful team and we devote ourselves to serving the needs of clients before, during, and after their move.”
From left to right: Beverly Tate, Kathy Hallmark, Eric Matz, Tamara Molloy, Chris Robertson
Testimonial:
“We can’t say enough about Eric’s service. Having dealt with many REALTORS®, it was encouraging to realize that certain agents can make a difference. Eric worked extremely hard and efficiently to get us a home we would really enjoy.”
– J. and D. Meerchaum
Name: Eric Matz
Company: Windermere Real Estate
Phone: 858-247-2917
Website: www.Homes4SanDiego.com
CalBRE #: 01024385
Jessica Foote, Joshua Foote, and Heather Hernandez
Berkshire Hathaway
As San Diego natives, Team Foote: Jessica Foote, Joshua Foote, and Heather Hernandez, have a superior understanding of the local real estate market and deliver a high-value service to the San Diego coastal and inland communities. Having sold over 115 homes in their career, this fast growing team recently received the Chairman Circle Platinum award with their firm, Berkshire Hathaway HomeServices, for selling in the top one percent of all Berkshire Hathaway agents nationwide.
Team Foote heavily utilizes the internet, mobile, and paperless technologies to meet their clients’ business needs. Their sellers are provided with an online marketing plan to help their home achieve maximum exposure on the web, which targets the 87 percent of buyers that begin their home search on the internet. To help their buying clients find the perfect home, Team Foote utilizes an easy-to-use search tool that automatically sends properties that are within their criteria, providing them with instant access to the greatest homes on the market.
With a master’s degree in business administration combined with her former corporate marketing career at Hewlett Packard, Jessica applies her marketing expertise, business savvy, and local knowledge to place people in their dream homes, find profitable investment properties, and sell homes for a maximum profit. She is very approachable and loves to help anyone to achieve their home ownership and sales goals.
As a former teacher at Maranatha Christian Schools in Del Sur, and youth director at Pomerado Christian Church in Poway, Joshua is an experienced educator who knows how to engage buyers, connecting them to homes that expertly meet their criteria, while providing maximum exposure to our listings, and educating our clients on the process of successfully buying and selling a home in today’s market.
Heather Hernandez joined Team Foote after working in the event planning industry. She holds a B.A. in business administration. Her adept communication skills help her to target and deliver on a client’s needs. She brings a fresh perspective to the team and is a seamless fit with her driven, determined, and tireless work ethic. Heather specializes in providing her clients with amazing service and a smooth real estate experience in the areas of Poway, 4S Ranch, Rancho Bernardo, and surrounding communities.
Contact Team Foote today for a seamless consultation to discuss your real estate goals.
Names: Jessica Foote, Joshua Foote, and Heather Hernandez
Company: Berkshire Hathaway
Phone: 858-461-9612
Website: www.TeamFoote.com
CalBRE #: 01861694, 01965231 and 01978896
Theresa and Ray Shay
Shay Realtors®
Bringing extensive knowledge and experience of the real estate market to lead their dynamic team, Ray and Theresa Shay offer an outstanding level of service to their residential real estate clients. Ray and Theresa’s dedication to relational vs. transactional business is at the core of their business, while working hard to redefine the real estate industry and service to their local communities. One unique feature of Shay Realtors® is the team’s involvement in the community, and their use of the nationally trademarked Community HUB® to drive more community involvement.
Theresa explained their business processes are different than most real estate companies, and their HUBs® are only one aspect of that. Ray shared, “Our Community HUBs® are a place for people in the community to connect and do business, and they give groups the ability to host community or social events.” The HUBs continue to serve as a meeting place for nonprofit groups such as Scouts, athletic groups, nonprofit foundations, and councils. Ray continued, “We are thrilled to support the community by providing this amenity.”
“Our Community HUBs® are a place for people in the community to connect and do business, and they give groups the ability to host community or social events.”
Ray and Theresa are founders of the 4S Ranch Del Sur Community Foundation, 4S Ranch Movies in the Park, the annual Thank You Run, and Helen’s Closet Foundation. They are also founding sponsors of the 4S Ranch Youth Soccer Association, and are Community Partners with the Rancho Peñasquitos Town Council. Other Shay Realtors® team members serve on various school foundations, PTA boards, and other community and nonprofit groups. Theresa added, “We are proud of our work in the community, while continuing to support our clients with their real estate transactions.” Shay Realtors® continues to be in the top one percent of agents nationwide with over $275 million in sales.
Names: Theresa and Ray Shay
Company: Shay Realtors®
Phone: 858-449-7355
Email: info@shayrealtors.com
Website: www.ShayRealtors.com
CalBRE #: 01946504
Jimmy Goulart
Keller Williams
Driven by his passion for real estate, Jimmy Goulart has spent the past 16 years developing his expertise in a range of industry specialties. He started his career flipping hundreds of homes in the San Diego area, and he explained, “I always loved adding value to properties.” His experiences include condo conversions, working as a general contractor, and running a multi-million dollar REIT (Real Estate Investment Trust). He’s worked with condos, single-family homes, luxury properties, and commercial deals. “I’ve built properties from the ground up as a general contractor, so I know what to look for in a home and can provide vital feedback to my clients,” shared Jimmy. “Having done so many different types of transactions, I almost have a sixth sense of what is going to happen next.”
Jimmy was born and raised in San Diego and has a comprehensive knowledge of most areas in the county. His strongest ties are to the 92127 community. “I’ve been a Del Sur resident for three years,” he said. “My kids go to Del Sur Elementary, and my wife sits on the PTA board.”
He prides himself on his ability to form a connection with his clients. By getting to know his clients’ individual needs and desires, he’s better able to help them achieve their goals. His creative marketing strategies go beyond his professional photos, staging, and drone videos – he also hosts Grand Open House Parties, inviting the surrounding area to tour the home and enjoy food, drinks, and incredible raffle items like a free iPad.
Jimmy’s repeat clients and their referrals are the truest measure of his success. “I’ve done over 10 transactions with one particular family, in the few years I’ve known them, and have become known as their family REALTOR®,” he said. “I know I’ve done my job well when my customers not only use me again and again, but refer their family and friends to me.”
Testimonial:
“My wife and I were looking for a home to accommodate our family. With Jimmy’s help, we found a property that we absolutely loved. Jimmy made it happen, but it wasn’t without obstacles. The hurdle was we had to list and sell our current home within 72 hours. Jimmy was confident that he could help us if we followed his instructions and recommendations. His vast experience in the real estate market paid huge dividends for us. Jimmy sold it in 19 hours. This was not the typical real estate deal. He mentored us through the whole process with a positive can-do attitude that was contagious. I came away from my experience with Jimmy Goulart’s work ethic and integrity that I have referred him to very close friends and family.”
– Mike & Carissa Smiths
Name: Jimmy Goulart
Company: Keller Williams
Phone: 619-994-5464
Website: JamesGoulart.YourKWAgent.com
CalBRE #: 01744612
Cynthia Elizondo
Halcyon Real Estate Services
“Your Expert Agent in the Poway Unified School District!”
In 1993, Cynthia Elizondo earned her M.B.A. in International Business. She has used the knowledge she gained to start several successful entrepreneurial endeavors, but her true passion has always lain with real estate. So, when she was presented with the opportunity to follow that dream, she jumped at the chance and never looked back.
Cynthia began working with Halcyon Real Estate Services so that she could help others achieve their dreams of buying and selling their first home, investment property, or simply take the next step on their journey in real estate.
A certified negotiation expert, Cynthia knows exactly what it takes to make a successful deal. When representing buyers, Cynthia takes the time to learn exactly what they are looking for in a home, as well as what price they are comfortable with, in order to match them with their ideal property. When representing sellers, she thinks outside the box to negotiate deals with potential buyers, creating a win-win situation for both parties.
Cynthia’s expertise especially lies with the residential areas that make up the Poway Unified School District. Growing up in Northern California, Cynthia ultimately found her dream home here in North County, where she raised two children who attended PUSD schools for over 15 years. Utilizing her familiarity with the school district and all it has to offer, Cynthia is able to provide her clients with an extensive knowledge of various schools. Ultimately, she can help clients find a home within the boundaries of the school best suited for them and their children.
Following her belief that volunteerism makes for a strong community, Cynthia serves on the board of directors for the Poway Senior Center and the Poway Chamber of Commerce, and volunteers with Soroptimist International of Poway
and Poway Real Estate Professionals. As a devout Catholic, Cynthia is also an active member of St. Gabriel Catholic Church, where her husband serves as a deacon.
In addition to English, Cynthia is also fluent in Spanish and French. And if you speak the language of wine, she is always happy to regale you with stories of being raised in the Napa Valley.
Testimonial:
“Cynthia was fantastic in helping us find our dream home. We moved from out of state and she made sure we knew everything about our new community. She worked with us for over 6 months and was very responsive with all of our requests. After we made an offer on a home, she worked with the selling agent, our lender, inspectors, and the title company to make sure the transaction was as smooth as possible. Cynthia is by far the best agent I’ve worked with.“
– Client who bought a home in Poway
Name: Cynthia Elizondo
Company: Halcyon Real Estate Services
Phone: 858-353-1638
Website: www.CynthiaElizondo.com
CalBRE #: 01924853
James Alan Feldman
The Feldman Group
Del Sur resident James Alan Feldman has deep North County roots – he was raised in Rancho Santa Fe and attended local schools. After graduating from Silicon Valley’s Menlo College with a degree in Business, he spent years as a Financial Advisor with some of the most recognized names on Wall Street. He made a career shift in 2005. “I started lending because I wanted to maintain my clientele while offering them a more tangible product,” James explained. “Sharing the homeownership experience is more rewarding to me than telling a client that their portfolio appreciated.”
His background as a Financial Advisor, connections, local expertise, and working for a direct portfolio lender allow him to provide better solutions for his clients. “I specialize in exception-based, extended rate, and logical jumbo portfolio financing solutions,” he said.
As a Senior Mortgage Loan Officer for EverBank, he provides proprietary mortgage products that allow borrowers to lock a loan for up to 365 days during construction with a float down. There’s no rate add for 180-day locks. He added, “We have the ability to offer mortgage solutions other banks don’t and finance loans others can’t do.”
James moved to Del Sur in 2006 to be closer to family, friends, and clients. James shared that many of his clients are his closest friends. “They trust the information I deliver and know that I have their best interests at heart,” he said. “Without trust and integrity, you can’t have a relationship.”
His trust-based philosophy and extensive expertise have gotten him named a top producer at EverBank regularly. The true reward, though, is his ability to help clients achieve their home-owning dreams. “The truth is in the transaction,” James said. “I let my actions speak for themselves.”
Testimonial:
“I manage a nine-person financial advisory team in Los Angeles, providing wealth management to high net worth and institutional clients. I’ve used James Feldman many times over my career for both my clients and my own personal needs of mortgage financing and refinancing. He has always provided the most competitive products and terms that have been most favorable to our clients.
His timeliness and responsiveness have been critical to ensure not only that our clients’ needs are met, but they feel that they are priorities in the mortgage financing process. He is one of the most dependable resources I have.”
– Larry Goldstein, Managing Director – Investments Oppenheimer & Co., Inc.
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Name: James Alan Feldman
Company: EverBank
Phone: 858-480-3450
Website: www.EverBank.com/JFeldman
NMLS #: 288187
Jim Smith and Myra Ingley
ERA Eagle Estates Realty
With over 25 years of experience each, Jim Smith and Myra Ingley of ERA Eagle Estates Realty credit their longevity in the real estate business to their commitment to their clients. Jim has consistently been one of the top-producing agents in San Diego since he moved to Rancho Peñasquitos from Orange County in 1990. Myra Ingley has been involved in real estate since 1981, and has worked in title, escrow, mortgage, residential brokerage, commercial asset management, residential short-sale negotiating, and holds her own broker’s license. Through their diversified skill sets and knowledge, they work as a team to provide their clients the best possible experience when buying or selling their home. Jim shared, “We believe in doing the right thing for our clients. We always go above and beyond what is expected.”
Jim recently received the Top ERA Eagle Estates Realty Agent Award for 2015, was recognized as a Five Star Real Estate Professional by San Diego Magazine for the seventh year in a row, and has been ranked in the top one percent of all ERA agents nationwide for 20 years. Myra has also been named a Five Star Real Estate Professional for the past six years, and was recently recognized with ERA’s Circle of Honor Award for the second year.
Having lived in Rancho Peñasquitos, and raising their families in the Poway Unified School District, Jim and Myra understand the unique value of the local real estate market. They are proud to represent both buyers and sellers, to provide the highest net proceeds to sellers and providing buyers the opportunity to be part of such a great neighborhood.
Names: Jim Smith and Myra Ingley
Company: ERA Eagle Estates Realty
Phone: Jim: 858-448-4476; Myra: 858-386-6253
Web: www.PQHomes.com
CalBRE #: Jim: 01017817; Myra: 01002337
Arianna Schwarz
Keller Williams Realty
REALTOR® Arianna Schwarz with her husband and children.
Arianna Schwarz believes in personal connections. “My clients have my personal cell phone number and can get ahold of me at any hour,” Arianna shared. She combines her background in sales and marketing with her love of interior design to create unique, comprehensive marketing plans for every client. “We offer aggressive online, print, and media marketing campaigns – as well as some out-of-the-box, creative, personalized marketing plans to suit each home’s particular attributes,” she added.
Arianna reinforces her passion with expertise. She has 10 years of experience in the business, holds a B.A. in Business with an emphasis in Marketing and Design, and is a Certified Negotiation Expert and a Short Sale Foreclosure Expert. As a 4S Ranch resident, she has deep community roots. “I think our local real estate market in 92127 is so unique because this isn’t just a neighborhood – it’s a lifestyle,” Arianna said. “I love to share it with clients considering a move here.”
Her connections to both clients and community form the backbone of her business. All of her advertising focuses on client properties and clients’ positive experiences. “Ninety percent of my business comes from client referrals,” Arianna explained. “When I anticipate their needs, protect their assets, and help them achieve their goals, my clients refer me to their friends and family.” As a full-service Realtor®, Arianna turns her relationships into amazing results for her clients.
Testimonial:
“We have been so impressed with Arianna’s knowledge, professionalism, and work performance as our realtor® not just once, but in two different home transactions. She treats you like you are part of the family.
– Susan Theedes
Name: Arianna Schwarz
Company: Keller Williams Realty
Phone: 619-733-7392
Website: www.AriannaSchwarz.com
CalBRE #: 01769300
George Cooke
Coldwell Banker
George Cooke, a top producing REALTOR® with Coldwell Banker in Rancho Bernardo, provides his clients with a winning combination of community expertise and business marketing skills. Because most buyers begin their search on the internet, it’s important to have a marketing plan that makes your home get noticed online. Strategic pricing in local markets is also important.
“My goal is to redefine full-service,” explained George. “I listen carefully to my clients’ needs and then set out to exceed their expectations. I work with each seller to create a photo marketing plan, and then I build a custom website showing the best pictures and important benefits. Every listing gets professional photography, a virtual tour, and a video flyover where appropriate. My professional staging consultants will recommend the best way to prepare each home for optimal showings.”
A 35-year area resident, George has a long record of community involvement and has donated website services to many community organizations. George worked with government and transportation officials planning the I–15 Managed Lanes project to identify the best site for the new Rancho Bernardo Transit Station. When you drive by the RB Transit Station today on I–15 you’ll see the signs pointing to George Cooke Express Dr.
“Rancho Bernardo is all about people and community,” said George. “It’s easy to be enthusiastic working with people I enjoy and selling in the community that I’m proud to belong to.”
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