Bob Weller

Retirement Mortgage Strategist

Role: Retirement Mortgage Strategist at Live Better Financial
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Bob Weller

With 40 years financial services experience and 22 years in mortgage lending, I help…

Experience

Retirement Mortgage Strategist
Live Better Financial
Apr 2024 — Present · CA, US
I help navigate and educate seniors and their advisors on Home Equity Conversion Mortgages to protect their equity in their home and improve their cash flow.

Skills

Loan Origination
Mortgage Lending
First Time Home Buyers
Refinance
Fha
Residential Mortgages
Credit
Certified Mortgage Planning
Loans
Va Loans
Credit Analysis
Mortgage Banking

Contact information

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Work email
b•••@livebetterfinancial.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Live Better Financial

Financial Services · 16 employees · Founded 2023

Live Better Financial is a licensed mortgage company helping homeowners with home purchases, refinances, reverse mortgages, home equity solutions, and retirement lending strategies. Through our Generational Lending approach, we help families make informed home financing decisions at every stage of life. Generational Lending is our philosophy of guiding homeowners through life's major mortgage and home equity decisions—from buying a first home and refinancing to using home equity for retirement or care needs. For more than 20 years, we've helped thousands of clients navigate life's changing stages through education, personalized guidance, and thoughtful lending strategies. We partner with financial advisors, CFP® professionals, fiduciaries, real estate professionals, attorneys, and senior care providers—providing education and lending strategies that help clients make informed housing and retirement decisions. We also provide educational workshops for seniors through community and senior centers, helping people make informed housing and retirement decisions. Our Expertise Includes: • Home Purchase & Move-Up Financing • Mortgage Refinancing Strategies • Home Equity Strategies for Retirement & Aging in Place • Home Equity Strategies for Assisted Living & Long-Term Care • Senior Home Purchase & Downsizing Financing At Live Better Financial, we believe a mortgage isn't simply a financial transaction. It's part of a bigger story—one that supports financial flexibility, independence, and living better at every stage of life. Ready to explore your options? Connect with our team to start the conversation. ✔ Trusted by homeowners for more than 20 years. ✔ A+ Rating with the Better Business Bureau ✔ Equal Housing Opportunity Lender ✔ Licensed in Arizona, California, Florida, Idaho, Michigan, Oregon & Texas NMLS #780963 | CA DRE #01••••48 | TX #01••••48 | AZ #MB-10•••46 | FL #MBR8681 | ID #MBL-20••••••63 | MI #FL00•••03 | MI #SR00•••35 | OR #780963

livebetterfinancial.com

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