Your partner for clearer, more confident financial decisions at every stage of life.
Founded in 2008 in California, Loan Wise Guru grew out of a simple idea: most people do not need more products, they need clearer explanations and honest comparisons.
We began as a small advisory-focused practice in Los Angeles, helping neighbors untangle questions about mortgages, debt, and savings. Over time, that work evolved into a broader mission: build practical resources that anyone can use to evaluate loans, plan for retirement, protect their family with insurance, and navigate real estate decisions.
Today we support thousands of individuals and business owners across the state. Whether someone is buying their first home, consolidating debt, or preparing for retirement, our goal is the same — provide frameworks and tools that make complex financial choices feel understandable and manageable.
Recognized for putting education and transparency at the center of every conversation.
A team with deep experience in lending, investing, insurance, and real estate.
Recommendations are shaped around your goals, constraints, and risk comfort.
We treat your financial information with the care and confidentiality it deserves.
The principles that guide how we simplify money decisions
To give people the clarity and confidence they need to choose the right financial products, build sustainable habits, and move toward their goals without feeling overwhelmed.
To be California's most trusted source for unbiased, easy-to-follow education on loans, mortgages, insurance, investing, and personal finance.
Meet the experienced professionals shaping the Loan Wise Guru experience
Chief Executive Officer
With over 20 years in financial services, Michael leads our strategic vision and ensures we deliver exceptional value to every client.
Chief Financial Officer
Sarah brings 18 years of experience in financial planning and investment management, ensuring our clients' portfolios are optimized for success.
Chief Operations Officer
David oversees our daily operations and client services, ensuring every interaction exceeds expectations and delivers outstanding results.
The results speak for themselves
We believe in giving back to the California communities that have supported our growth.
Loan Wise Guru is proud to support local charities, educational initiatives, and community development projects throughout California. We sponsor financial literacy programs in schools, support local small businesses, and contribute to various charitable organizations.
Free workshops and seminars for students and adults
Mentoring and funding for local entrepreneurs
Annual donations to local charities and causes
Join thousands of people using our guidance to make clearer financial decisions.