Philip Lipp and Ilene Fischer are a husband/wife team in business together since 1984. We were part of the sandwich generation – we have children at home and had taken care of our aging parents who have recently passed away. We know first hand the many issues that seniors and their families face, both financial and personal. Every time we meet with a client, family member, or financial advisor, we make full use of our personal and professional expertise.
We provide individualized solutions to our clients and their families. Be assured that you will be given respect and dignity by members of our firm. We listen to each client’s personal situation and provide options to meet their needs.
Educating our clients is an important element of our business; this ensures you will make the best decisions possible. We encourage you to ask questions and we listen carefully to your concerns.
We strive to make our clients comfortable from the first conversation, through the loan process, and loan closing. Many of our clients keep in contact with us and continue to use us as a resource years after the loan is complete. We encourage and nurture a continuing relationship so we may be of further service to you, your family and friends.
Phil & Ilene are members of the California Association of Mortgage Professionals. Phil is a founding director and Past State President of the California Association of Mortgage Brokers. He has been President of the local chapter twice and remains on the Board of Directors in an advisory capacity. He has served on the Real Estate Commissioner’s Real Estate Finance Advisory Committee (REFAC), providing guidance and input on matters of vital importance to consumers. He and Ilene served on the Mayor’s City of Los Angeles Anti-Predatory Lending Committee, to help protect consumers , (and especially seniors ) from unfair lending practices . To further protect seniors, they volunteer by going into the community (senior citizen centers, churches, schools, and organizations) to educate seniors on different financing options; how to make the best choices and how to avoid being a victim of a financial scam.
Phil & Ilene both earned their MBAs from Pepperdine University and this is where they first met, but that is another story.
4804 Laurel Canyon Blvd #374,
Valley Village, CA 91607
Phone: 800-409-0999 or 818-752-0999