Our Team

Testimonials

Our Team 

About Us

 

Our Philosophy:
“Clients for Life”

A strong and genuine belief in the “clients for life” principle of doing business is what fuels this company. Referrals from previous clients, local real estate professionals, CPA’s and other financial consultants have always been the majority of Roshe & Simone’s production.

MEET OUR AMAZING TEAM!!!!

 

Roshe Barooni & Simone Yallouz, Mortgage Consultants
Senior Executive Mortgage Consultants

roshe@planatek.net
simone@planatek.net

After many years in the mortgage industry, Roshe and Simone became partners in 1994. Because of their shared values, care, concern for their clients, and work ethic, their partnership blossomed into a successful business. together they have been active in the community and have served as Treasurer for the Women’s Council of Realtors for over 20 years.

 

Dana Smith, Mortgage Consultant/ Operations Manager
dana@planatek.net

With 16 years of mortgage experience, Dana has done everything around the office! Currently holding the position of Sr. Mortgage Consultant and Operations Manager, she is willing to do whatever it takes to get the job done. Working closely with the Real Estate Agents, Escrow, and Borrower’s to create a smooth and successful transaction on all sides.

 

Amir Fathi, Mortgage Consultant
Cell: 818-429-9897
Amir@planatek.net

Amir has brought his 20+ years of experience in the mortgage and finance industry to Planatek Financial as a Sr. Mortgage Consultant. He is well known in the industry for his knowledge, integrity, and community outreach by sharing his wealth of knowledge of the ever changing world of finance.

 

James Barnett, Mortgage Consultant
James@planatek.net

James Barnett, Senior Loan Officer, brings his lending and real estate expertise gleaned over a successful thirty year career to Planatek Financial, Inc. His expertise is sought out by clients seeking to acquire, sell, finance, manage, and rehab real estate. His knowledge of lending and financial markets gives his clients access to the best loan products and pricing available. Before joining Planatek, James held executive management positions with three southern California banks where he lead lending, underwriting, appraisal, and credit teams. In his career he and his lending teams have originated over $2 billion of residential and commercial real estate mortgages. James began his banking career as a bank examiner for a division of the U.S. Treasury Department where he earned recognition and speaking engagements as a credit risk management expert. He earned his Bachelor of Science degree in Finance from the University of Montana and his Masters of Business Administration from UCLA.

 

Linda Piper, Mortgage Consultant
Linda@planatek.net

Before working as a Loan Officer, Linda enjoyed a 25 year career rising through the ranks of the accounting and finance departments of many different companies including Hunt-Wesson, WellPoint and Digital Insight (now Intuit Financial Services). She specialized in budgeting and planning, analysis and reporting…in short analyzing very complex sets of numbers to tell a story about a company’s performance, or make decisions about what types of investments a company should make, all in very high-pressure, fast-paced environments. Linda’s background in Finance allows her to clearly understand and explain how mortgages work and how finding just the right loan to purchase or refinance a home will fit into her clients’ overall financial objectives.  The guiding principal that influences how Linda serves her clients is “would I be comfortable recommending this strategy to my son?”

 

Colin Kyffin, Mortgage Consultant
colin.kyfin@gmail.com

Colin has 25 plus years’ experience in the mortgage and financial services industries, and has worked in both the retail and internal wholesale capacities with institutions such as Bank of America, Metlife Home Loan, Fremont Bank, CityFed, and many lesser known mortgage banking concerns.  His titles have included loan officer/originator, account executive, real estate broker, mortgage brokerage owner, and industry trainer and lecturer.  He specializes in Reverse Mortgages, and in the past, has trained industry professionals in the marketing, application, and origination of this timely loan product.

 

Tasneem “Taz” Shere, Senior Mortgage Consultant
Taz@planatek.net 818-421-2604
Taz has brought with her 20+ years of experience in the mortgage and finance industry.  She is well known in the industry for her knowledge as a top producer and background in large institutional and banking settings. 
 

Naomi Rule, Loan Processor
Naomi@planatek.net 

Naomi joined the staff at Planatek in 2015.  She brings with her 30 years of experience in residential real estate and mortgage lending.  While she has worked in both wholesale and retail, her primary focus has been loan processing, which she finds to be the most rewarding of all. 

 

Grace Waldron, Loan Processor
grace@planatek.net

Grace has been a mortgage Loan Processor since 1996, with experience in both brokering and direct lending.   She works closely with loan officers, escrow, and borrowers, to ensure timely and successful closings.

 

Lynette Christensen, Office Manager
Lynette@planatek.net

Lynette has over 20 years experience in Property and Hospitality Management.  Her background has been assisting professionals and team members in best practices and initiatives that deliver outstanding administrative and customer service both in-house and on property level.  Lynette’s role with Planatek is to assist the staff, loan agents, and clients administratively and help continue to bring the best customer service, high satisfaction, quality and consistency during the loan process that Planatek Financial is so well known for.

 

Sean Carney, Administrative Assistant
Sean@planatek.net

Sean is a student at Moorpark College currently studying to get his AA and ultimately transfer to a four year university.  Sean’s role with Planatek is assisting our in house team and our agents by completing various administrative and operational duties.   

 

“MASON”

Meet the newest member of our Team !!!!  Mr. Mason !!  Mason, is Dana’s little package of joy… his role at Planatek is to pop in from time to time, bring smiles, giggles and laughter to all here !!

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If you have any questions, just click Contact Us or call us at 818-707-8899.

BRE:  01329960    NMLS:  328893