Stephen Felt has been originating mortgage loans since 1998 in retail and wholesale capacities and has originated over $100 million in loans for individuals and
businesses. The core to his business is assisting people gain the knowledge needed to make informed decisions prior to signing an application for any type of financial
transaction. Mr. Felt has been working in the creative financing field and is the author of several articles and reports on topics such as The Keys to Home-ownership for the
First Home-buyer, Understanding Reverse Mortgages, Understanding Closing Costs, Getting through the Home Buying Process, Key Points every Renter should know
about, Maximizing Cash Flow for Business Owners, Buying your First Commercial Property and is currently working on a full length book on the Keys to Home-ownership for
the First Home-buyer. Mr. Felt is also working on a game to help teach the Keys to Home-ownership to High School and College students.
My mission is to provide my clients with the tools to succeed in their personal and business lives via comprehensive financial education. My success is based on the
success of you, the client, states Mr. Felt.
When you want to talk to an educated professional about Real Estate Finance you can feel comfortable here. In May 2006 Stephen Felt passed the qualifying exams to earn
the Certified Mortgage Planning Specialist (CMPS) designation granted by the CMPS Institute, a training and certifying organization created to help mortgage professionals
integrate financial planning concepts into the mortgage process.
“My focus is to help my clients build and protect wealth by better managing their home equity and personal cash flow.” Stephen Felt
The CMPS curriculum incorporated five essential skill sets including:
· Financial market and interest rate analysis
· Cash flow analysis
· Debt analysis
· Real estate equity management
· Real estate investment analysis
Mr Felt has been approved to teach continuing education to financial professionals by the CFP Board of Standards, Burlington County College, the NJ Education Association,
Lorman Education Services, FDIC, Jump$tart, and the NJ Coalition for Financial Education.
My business partners and affiliates hold such prestigious degrees and designations as CPA, CFP, ChFC, MBA, PhD, JD, etc. When you need professional advice outside of
your mortgage I can provide you with a list of top advisors in the area who will work with you on a personal level.
Please contact me at your convenience at (856) 359-6366 or steve@feltfinancial.com
www.FeltFinancial.com 2002-2007 All rights reserved
Who is Stephen Felt
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