Jared T.
1/31/2020
Eric helped us with our initial VA Loan and our subsequent refinance. I have to admit that we knew almost nothing about the process or paperwork involved but Eric with super patient with us,...
Eric Rotner | Mortgage Broker and Banker
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1501 N Broadway Ste 460
Walnut Creek, CA 94596
Wealthwise Funding is a financial services company based in Walnut Creek, CA, specializing in providing funding solutions to individuals and businesses.
With a focus on tailored financial strategies and personalized service, Wealthwise Funding aims to help clients achieve their financial goals and secure the funding they need.
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Also at this address
Reviews
5.038 reviews
Bill J.
4/3/2025
Eric and his team were amazing. Thank you very much for keeping us informed, answering all our questions and always being available. Your team is exceptional at customer...
Justin W.
5/16/2023
Shout out to Eric and his team - they are absolutely the best at what they do. We have worked with Eric a number of times in the past - he has incredible knowledge of the space, and he has been an...
Michael B.
12/16/2022
Eric has been out go-to broker for loans and re-fi's for years. His depth and breadth of technical knowledge paired with the precision and timeliness of market conditions has allowed us to...
Sunnia G.
12/14/2022
Eric and his team are amazing and did a great job helping us secure the loan for our first Bay Area home. We greatly appreciated the responsiveness of the entire team and how easy they made the...
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