Personal Finance Advisor and Mortgage Advisor | San Mateo, California
License/Certifications: NMLS 285942
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Julie Thall enjoys helping her clients make effective financial decisions when obtaining a home mortgage. She knows how important it is to listen to her clients and find out what they value most, so she can help them identify the best mortgage option that aligns with their current and future financial goals. Homebuyers are often faced with so many questions and financial decisions when looking for a home that they are unable to act confidently when making an offer. Julie wants her clients to understand and feel comfortable that the home they are buying will still allow them to save for retirement, put kids through college, if appropriate, and still enjoy the lifestyle they deserve.
Julie has been a Mortgage Advisor for over 15 years. In early 2015, she also became a Personal Finance Advisor, which allows her to work with clients to assess their short and long-term lifestyle and housing expenses. It is incredibly rewarding to see the joy and peace of mind her clients experience once they become homeowners. Prior to working as a Mortgage Advisor, she spent the first 15 years of her career as a sales and marketing professional in the personal computer software industry, working for companies including educational software manufacturers, where she managed marketing budgets for large, national retailers. Growing up as the daughter of a Realtor, Julie always knew her career would lead her into the Real Estate industry. So when the boxed software industry was downsizing, she took the opportunity to transition into Real Estate financing. She has managed a mortgage brokerage office, owned a mortgage banking office, and now enjoys working directly with clients full-time, giving them the dedicated, professional service they deserve.
Julie earned her Bachelor of Science degree in Business and Marketing from California Polytechnic State University, San Luis Obispo. She lives with her husband and two children in Redwood City.