A veteran of Southern California, Simon brings a fresh and avant-garde approach to mortgage lending. With over 20 years' experience in banking, asset management and real estate investments, Simon combines vast business acumen with a very personal approach. His ability to educate and belief that each client is unique and requires individual care has made him not only one of the most successful and fastest growing mortgage bankers in the industry, but a favorite among his clients and buyer agents. Simon places a great emphasis on communication, being accessible and excellent follow-through.
Simon specializes in residential property purchases and refinances, with loan amounts up to $15 million, for everyone from first-time homebuyers to the seasoned investor. He is currently the in-house lender for three of the largest real estate offices in the country: Coldwell Banker Residential Brokerage Beverly Hills (#1 CB office in the US) serving Beverly Hills and the entire West Los Angeles area, Coldwell Banker Residential Brokerage Brentwood, serving Brentwood/Westwood, Santa Monica and the West Los Angeles area, and Sotheby's International Realty, serving Greater Pasadena, La Cañada and the entire San Gabriel Valley.
"I have to commend you on a great job! Your communication and follow-through was just exemplary and something I am not used to. It was a joy to work with you..." - Coldwell Banker Agent, 30-year tenure
"We feel so fortunate to have had your assistance in purchasing our new home. You were truly our advocate and went out of your way to make sure everything progressed quickly. Many thanks for making this such a great experience for us!" - RT, Attorney
Prior to joining First Capital, Simon was Vice President at Trust Company of the West, working in Los Angeles, Houston, New York and Hong Kong. Simon holds a BS in Computer Science from CSUF and an MBA from UCLA. He is an alumni of the Kappa Sigma Fraternity.
When not working with clients and agents, Simon enjoys being an avid tennis player, skier, scuba diver, race car driver and motorcyle rider. He is very involved in charity work and animal rescue. Simon also speaks Arabic and French.