Located in scenic Carmel Valley, conveniently located close to the 5 freeway, just North of the 56 freeway, Union West Financial is a boutique mortgage planning practice. Staffed by professionals with over 40 years combined experience in the financial industry, Union West creates a unique, customized multi-year financial plan for each client with the foundation of using a mortgage as a strategic tool to grow wealth.

Union West creates a unique client experience where we look at the entire financial picture and then give specific advice to optimize income, multiply equity, and maximize wealth. Our highly trained mortgage professionals focus on understanding each client's unique short and long-term financial goals, and then recommending the optimal financial instrument (mortgage).

While most mortgage companies are transaction-focused, in contrast Union West Financial is a 100% referral based business. We have funded over $100,000,000 in loans for our clients. We pride ourselves in keeping our clients "for life" by establishing a long-term, mutually beneficial relationship based on trust.