Jerry Siegel

Jerry Siegel
Mortgage Loan Specialist
NMLS #236113, CA DRE #01142682, CA DFPI #236113

Jerry Siegel is a Lafayette-based California mortgage broker with over 30 years of experience helping Bay Area buyers, homeowners, Realtors, self-employed borrowers, jumbo clients, VA buyers, and borrowers with complex income find practical loan options and close with confidence.

CA Mortgage Pro is Jerry’s personal web presence and local mortgage resource. All mortgage business is handled through Barrett Financial Group, L.L.C., which gives clients the personal attention of a long-time local advisor along with access to Barrett’s wide lender network, technology, processing support, and national mortgage platform.

Jerry began his mortgage career in the San Francisco Bay Area after graduating from Arizona State University. Early in his career, he helped package distressed assets from the Resolution Trust Corporation during the savings and loan cleanup. As the RTC wound down in the mid-1990s, Jerry moved into mortgage brokerage and helped build a firm that grew to more than 20 loan officers and a full processing team.

After the financial crisis and mortgage meltdown of 2008 and 2009, Jerry formed CA Mortgage Pro in 2010 to provide experienced, practical mortgage guidance without the pressure or overhead of a large retail lending operation. Today, through Barrett Financial Group, he continues to help clients understand their choices, compare real options, and avoid surprises during the loan process.

Jerry is especially helpful for clients with jumbo loan needs, self-employed income, VA financing, reverse mortgage questions, investment property scenarios, and other situations that require more than a basic online quote. He also works closely with Realtors who need a responsive lender who can explain the details, stay ahead of issues, and help keep a transaction moving.

Jerry lives in Lafayette with his wife, Kim Siegel, a local Realtor with Compass. They are active in the Lamorinda community and appreciate the local friendships, events, and connections that make the area such a special place to call home.