Trusted Professional
Warren Goldberg
President and Founder; Certified Mortgage Planning Specialist®
Mortgage Wealth Advisors
Mortgage & Lending
5.0 on Google · 98 reviews (opens in a new tab)- Phone
- 516-584-7218
- Address
- 255 Executive Drive, Suite 410, Plainview, NY 11803
- Location
- Plainview, New York
- Credential
- Certified Mortgage Planning Specialist®
- Credential
- Individual NMLS #158412
- Credential
- Company NMLS #848753
Background
About Warren
Warren Goldberg is the President and Founder of Mortgage Wealth Advisors and a Certified Mortgage Planning Specialist®. Since 1992, he has helped thousands of families navigate home purchases, mortgage refinancing, debt restructuring, equity access, reverse mortgages, and real estate investment financing.
Warren approaches a mortgage as more than a transaction. He works with each client to understand their budget, lifestyle, and longer-term objectives before developing a personalized financing strategy. Clients work directly with Warren throughout the process, providing them with a consistent point of contact and clear communication from the initial conversation through closing.
A published author and mortgage-industry educator, Warren has been featured in Newsday, the Daily News, the Long Island Herald, BlogTalkRadio, and presentations before the Nassau County Bar Association.
Practice Focus
Services & Specialties
- Purchase mortgages and preapprovals
- Mortgage refinancing
- Reverse mortgages
- Home-equity access and debt restructuring
- Residential and investment-property financing
- Personalized mortgage planning
- Coordination with real estate agents, attorneys, CPAs, and financial advisors