2009 FIVE STAR Mortgage Professional Award as seen in Seattle Magazine and Seattle Business Magazine
Rick Robertson is a Certified Mortgage Planning Specialist (CMPS®) for Axia Financial (formerly called "Homestead Mortgage") of Bellevue Washington. Through mortgage planning, Rick's role is to help his clients make sure that they have leveraged themselves in the best, most conservative model that maximizes wealth creation and maximizes financial security for them & their families. If a Financial Planner is your asset manager, then think of a Mortgage Planner as your debt manager.
Utilizing a consultative, planning approach, Rick works with clients to weave their mortgage into their overall long and short-term financial goals. This includes assessing their current financial landscape, cash flow analysis, real estate investment analysis, real estate equity management goals, and tax planning strategies.
As a mortgage banker/broker, Axia Financial specializes in residential mortgage financing through all mediums: conventional, FHA, VA, portfolio and reverse mortgages. Axia offers both the speed and flexibility of in-house underwriting and funding, combined with the power of a full-service mortgage broker. In addition, Axia Financial has developed an extensive network of correspondent investors.
Prior to his career as a mortgage professional, Rick had a successful career spanning finance, sales, marketing, planning and operations in the travel industry. As a senior manager at Expedia.com, Rick developed and launched comprehensive Customer Experience Management strategies across both Expedia’s Leisure and Corporate Travel lines of business, resulting in increasing customer retention, increasing direct point-of-sale revenue, and developing a profitable service philosophy. Prior to Expedia, Rick worked for United Airlines in a wide variety of roles in management, planning, international operations and customer service.
Axia Financial, LLC
7/2009 - Present