Call us: 415.813.4001 | Open today: 10am - 4pm
Call us: 415.813.4001 Open today: 10am - 4pm

Robert Cohan

President

Robert Cohan is driven by a belief that solutions aren’t just found – they are carefully crafted. As President of Carlyle Financial, he ensures that the firm’s mortgage solutions are elegantly simple, yet flexible enough to provide custom options for our clients.

Robert is an experienced mortgage professional and industry innovator. He developed his passion for providing extraordinary service for extraordinary clients as a top mortgage professional for several national banks, including Bank of America, Washington Mutual (now J.P. Morgan Chase) and Wells Fargo Home Mortgage, where he became the first loan officer to open a mortgage-only storefront on Canon Drive in the heart of the Beverly Hills triangle.

After working with hundreds of clients at multiple national and regional banks, Robert saw the limitations of the big bank mono-channel model and developed his own lending and service philosophy. His trailblazing approach led to the founding of Carlyle Financial, where he could continue his commitment to customized home loans while changing the way his clients experienced the mortgage process. He is based in the San Francisco headquarters at One Market Plaza.

Robert has been recognized as a leading jumbo mortgage expert in The Wall Street Journal, Business Insider, Investor’s Business Daily, and many other publications. He is also active in his community, committing time and resources to causes that align with his philanthropic values. When he isn’t helping clients structure their next home, you can find Robert on the basketball court coaching youth league kids on their jump shot.

We had a wonderful experience with Carlyle Financial from start to finish! Robert was extremely knowledgeable and able to move the process along very quickly for us. We highly recommend Carlyle Financial!

- Jessica, Alamo, CA
As seen on source

I have worked with many mortgage companies before, and Carlyle Financial in Beverly Hills really takes their job seriously, and does it with exceptional excellence and pride. Thanks so much for your caring and your expertise.

- Andrew, Beverly Hills, CA
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Had a great experience with Carlyle Financial. I shopped around and they offered me the best incentives. They're very quick and respond right away. I highly recommend!

- Chris, San Diego, CA
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From beginning to end...we found the team capable and committed to delivering our family an excellent outcome - which they did! We needed to work through some complex issues, and the team always stayed ahead of them with suggestions and advice which kept the process moving. Great experience - highly recommend! Thank you!

- Paul, San Francisco
As seen on source

I did a jumbo mortgage refinance with Carlyle Financial. I had excellent experience with them. The whole process was smooth with exceptional level of service provided to me by Robert and his team.

- Nilensh, Palo Alto, CA
As seen on source

Contact Me

Phone: 415.813.4001 ext.126

Email: Click Here

Office: San Francisco

NMLS: 335848

DRE: 01862401

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Recent posts by Robert

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California Home Buying: When is the Right Time?

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California Jumbo Loans: What You Need to Know!

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7 Popular Mortgages to Explore When Buying a Home

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Navigating Mortgage Rates: The Role of Property Type

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Jumbo vs Conventional Loans: Which Is Right for You?

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Jumbo Loan Hotspots in the Golden State

Contact Robert Cohan

President

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