Certified Senior Advisor

David McGee is certified with the Society of Certified Senior Advi​sors, the world’s largest membership organization educating and certifying professionals who serve seniors. CSA’s have expertise in a professional discipline in  home care, senior housing, law, health care, insurance and financial planning.

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Reverse Mortgages

The Reverse Mortgage is designed to enable senior homeowners to relocate to other geographical areas to be closer to family members or downsize to homes that meet their physical needs, to age in place  using handrails, one level properties, ramps, wider doorways. Learn More

Purchase & Refinance

Whether purchasing a new home or refinancing, we offer the expertise and experience to securely close your loan. For over 25 years, McGee Mortgage Group has served clients throughout the San Diego Region. We provide top market insight and have access to a variety of lenders.

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A Viable Financial Option for the Baby Boomer Generation

Every day 10,000 baby boomers turn 65, the traditional retirement age in the United States. 48 Percent of them report they are not on track to cover the basics in retirement according to financial services company Fidelity.

“Effective planning must be about more than financial security. The new face of retirement planning must go beyond money, and adopt an integrated and holistic approach to helping people prepare to live longer and well.”

Dr. Joe Coughlin, MIT AgeLab


Are you ready to start living in the financial freedom you deserve?

Unlocking the equity in your home could provide the financial security you need to fully enjoy the retirement you deserve. We are invested in the well-being of our clients. Give us a call right now.

Call (760) 420-9662