Meet the Team

Roshe and Simone have been working together since 1991. In 1999 they established Planatek Financial, Inc. and began assisting thousands of homeowners with their mortgage needs. They are a company that effectively and ethically go above and beyond to produce desired results for their clients. Team Planatek treats takes pride in providing the utmost care and attention to every client’s financial needs.

Experts

Meet Our Team

Roshe Barooni & Simone Yallouz

Roshe Barooni & Simone Yallouz

Mortgage Consultants

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 for the Women’s Council of Realtors for over 20 years.

Roshe NMLS# 270763
Roshe BRE# 01030395

Simone NMLS# 270758
Simone BRE# 01107466

Dana Smith

Dana Smith

Mortgage Consultant / Operations Manager

Dana started with Planatek Financial in 2000 and has done everything around the office from administration to processing. She got her BRE license in 2005 and is currently one of our Sr. Mortgage Consultants. Her clients appreciate that she is willing to do whatever it takes to get the job done. Having held just about every position, her knowledge and experience make her a natural leader. She works closely with the Real Estate Agents, Escrow, and Borrowers to create a smooth and successful transaction on all sides.

NMLS# 270704
BRE# 01470684

Amir Fathi

Amir Fathi

Mortgage Consultants

Amir brings 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.

NMLS# 333336
BRE# 01220251

Rick Astor

Rick Astor

Mortgage Consultant

Rick entered the mortgage industry in the 1980s and remembers when interest rates were in the double digits.  As a seasoned mortgage consultant, Rick has extensive knowledge of the intricacies of the borrowing process.  Whether you’re thinking about buying a home or if you already own one, he is here to help you explore your options.  

Debbie Gleason

Debbie Gleason

Mortgage Consultant

Debbie started working in the mortgage industry in 2005…..primarily to help friends and family. What began as a learning experience has resulted in a referral based business. Debbie loves helping guide homeowners, homebuyers, and real estate investors in financing their properties. Debbie believes in options. There is no cookie cutter loan for all borrowers. Debbie  loves the challenge finding the loan product that suits your financial needs. Here at Planatek, we have many options with many lenders and are sure to find the perfect fit for you.

Rick & Shelley Rockoff

Rick & Shelley Rockoff

Mortgage Consultants

Rick Rockoff obtained his Real Estate license in 1981, as a sales agent for a new townhome development he recognized the importance of working with a seasoned and skilled home financing professional; one that could and would move a loan transaction quickly and efficiently through the system to secure an on-time closing in any real-estate purchase transaction.  

RaeChelle (Shelley) Rockoff is dedicated to providing first-time homebuyers and investors looking to expand their real estate portfolio, with the most comprehensive purchase and financing experience possible. Shelley is unwavering in her commitment to providing exemplary service; investigating various industry methods for delivering competitive loan products and services to consumers.

 

Lynette Christensen

Office Manager

Lynette is Planatek’s wonderful Office Manager. 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 to each loan process.

Grace Waldron

Loan Processor

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.

Sean Carney

Administrative Assistant

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

Contact

Get In Touch

Sharing our knowledge and expertise comes natural to us. Our team is friendly, compassionate, and ready to start working with you. Consult with us at no cost to see what we can do for you. Whether you’re just starting out, looking for your perfect vacation or investment home, or planning for retirement, meet with us and we’ll see how we can improve your financial outlook. Contact Planatek Today!