Mary Jo Lafaye, Reverse Mortgage Specialist

Mary Jo Lafaye, Home Equity Retirement Specialist, nmls# 246222

Mary Jo Lafaye is a licensed Home Equity Retirement Specialist. Mary Jo has accumulated 17 years as an expert in her field, including five years with Wells Fargo Home Mortgage, before becoming a Branch Manager at Security One Lending in 2008.

During this time she earned numerous awards, including Wells Fargo Leader’s Club Member with highest customer service scores. She was chosen to train Private Bankers and Wealth Management Advisors on the most effective ways to employ this repayment-deferred, non-recourse line of credit as a retirement planning and cash- flow management tool to help older Americans live their best life in retirement.

Mary Jo is well- known as a trusted resource for retirees – she has taught Reverse Mortgage (HECM) and HomeSafe concepts to real estate finance students at the College of San Mateo and to those seeking their SRES designation. She has participated in panel discussions and delivered hundreds of seminars and talks to groups ranging from the Retired Firemen’s Association, Kaiser Permanente, Rotary Club, CPA Discussion Groups, CalCPA, SILVAR, SAMCAR, Financial Planning Association (FPA), MAR, NorBAR, NAPFA, PFAC, Marin County Bar Association (MCBA) and many more. She has also co-authored several academic articles and has been interviewed and published by Barron’s Magazine.

Mary Jo enjoys educating and working with mature homeowners, their families and their trusted advisors to secure long-term sustainable retirement solutions. She has also been certified to offer complimentary one and two hour Continuing Education (CE) classes for CFPs, CPAs, Realtors and MCLE for Attorneys.

Originally from Houston, Texas, Mary Jo has made the West Coast her home for over 28 years. In her spare time, she enjoys cycling, hiking, yoga, cooking, and traveling with her family and friends.

She is also conversational in Spanish, having traveled extensively throughout Mexico.

To contact Mary Jo for a complimentary consultation:

office: (415) 259-4979

fax: 650-284-2599

For a list of upcoming events:

To read academic and scholarly research:

To learn more about downsizing or right-sizing: