Our Team 

About Us


Our Philosophy:
“Clients for Life”


Dana and the team are absolutely wonderful !!!! So helpful and patient and always there to answer questions and guide you through the process of home buying or selling.  We would ABSOLUTELY recommend them to anyone and everyone and will definitely be using their expertise and services again in the future for all our home buying needs !!!   Thank you Dana !!!

Jennifer and Dave W.


        We cannot say enough good about Planatek Financial. My husband and I were in the market for our first home and as new, young, inexperienced home buyers, we had no idea where to start. The entire team was friendly, helpful, knowledgeable and extremely on top of everything. We were pre-approved the same day and Roshe followed up with us often to ensure our search was going well. After months of looking, we finally found the house of our dreams and Dana was a saint in helping us wade through all of the paperwork and numbers. The entire process can be very overwhelming, yet they made it as stress-free as possible, responding to my million questions and emails almost immediately. Every single member of this team helped us in some way, greeting us with a smile and hug every time we visited the office and always offering the highest quality of service. We trust their guidance and expertise whole heatedly and would recommend their services to anyone in the area. We look forward to working with them again in the future! Thank you from the bottom of our hearts for getting us in to our new home!

-Leah &  Trevor


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.

Just a few comments from satisfied clients all over California…


Sweet! You have all been so amazing to work with!
Thank you for everything. We’ll wait to hear from you about when it records and
ten we will officially own a single family home! So exciting!!



The amazing Planatek team worked wonders with our financing the first time around – allowing us to close on the home of our dreams! Four years later… Dana literally saved us thousands on the re-finance! It is always a pleasure to work with you ladies. We sing your praises as often as possible, and we’ll definitely be back in the future. :)   

Now, we get to relax and enjoy our mortgage-free house for a couple of months!!!  LOL  -  Nora M.


Dear Team Planatek!!

I wanted to thank you so much for the very thoughtful and generous housewarming present!!! I can’t wait to use my gift certificate on something fabulous for my new home.  It was a pleasure to work with all of you and I can’t tell you how much joy my new home has given me!  Thanks for making my dreams come true XXOO  - CAROLINE F.


Thank you so much Dana. You guys have been awesome!




Hi Dana,

 Thank you very much for your hard work and patience with me and my questions through this process. Because I primarly spoke with you, it may sound like I’m singling you out but everybody at Planatek was fantastic!  There is no better compliment in business than receiving referrals and when I asked my ex who has many contacts in the lending industry the only name she gave me was Randy’s.  For me that was all I needed to hear!

 So it is with gratitude and trust that I will forward Planatek’s name to my friends, family and colleagues Looking for financing in the future.

Again, many thanks – KENT G.


“No one is more professional than Simone and Roshe. They made the entire process go so smoothly. I know that now I’m a client for life!”CARRIE M.


Hi Everyone,

I just wanted to say thank you for working with us and getting us into our first home! We appreciate all of the work that you guys put into getting us a mortgage.  We are happy with our loan and with how relatively easy the whole process was. We will definitely consider Planatek for any future financial needs.  We can’t wait to move in to our new home!

 Thanks - PETER & KARIN


Wow!  Unreal.  Dana and Barbara (and all), you have been absolutely fantastic to work with!  I felt informed and confident the entire process and can attribute that to a lot of patience.   – BRIAN


 Thanks! And truly, thanks to both of you for all your help with this process. You are amazing at what you do.

This was totally painless :) JAMIE


  Thank you so much for handling our transaction with such professionalism and ease. This was a great home selling/buying experience, and in a large part thanks to you!   We will be happy to recommend you in the future, and will certainly see you again on our next home buying adventure (admittedly though, I hope that is a long time from now!).

 We will toast to you when we settle into our new home.  Cheers! – JAMIE