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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Reviews

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5.038 reviews
Photo of Bill J.
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...

Photo of Justin W.
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...

Photo of Michael B.
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...

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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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Brooke P.
12/14/2022

We worked with Eric Rotner to buy our home in 2021. He was so incredibly helpful, patient and reliable. We made offers on numerous homes, and every time Eric was quick to deliver the paperwork and...

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