Reverse Mortgage Focus
For more than 21 years, Kent Kopen has been helping clients manage their liabilities and assets in a more congruent, holistic manner. The majority of Kent’s professional focus has been on helping people make smart financial decisions when they borrow money.
Kent works with some of Orange County’s top Financial Advisors, Estate Planning Attorneys, CPAs and Accountants. He compliments their work by creating liability management plans that support multidisciplinary comprehensive wealth management strategies. He also enjoys occasional roles as a financial educator and trainer. Kent explains his unique ability this way.