Pertria Announces New Relationship With Wells Fargo Private Mortgage Banker Dan Ross
Founded in 2004, Pertria advises clients throughout Silicon Valley and the San Francisco Bay Area in real estate residential sales, investment analysis and management, providing established relationships with financial advisers.
Andrew Arild, Investment Broker and Short Sale Director at Pertria says of the affiliation with Mr.Ross: “Mortgage lending is now one of the number one concerns for buyers and sellers alike. Pertria needed a veteran loan officer with access to direct lending. Dan Ross and Wells Fargo Private Mortgage Banking provide the experience and access to underwriting backed by a wide array of products not available through conventional retail channels.”
Having Mr. Ross’ experience in mortgage lending on site at Pertria is a welcome compliment and will further enhance their ability to provide well-rounded real estate and financial services to their clients.
In 2004 Pastorino founded Pertria, a firm representing residential and commercial real
estate sales, investment analysis and property management strategically aligned with like-
minded financial professionals including certified financial planners, tax advisors,
insurance specialists and specialized legal counsel collectively providing clients with
well-grounded strategies focused on maximizing opportunities and mitigating risk.
Firm Facts: Licensed real estate brokers who have passed the Series 65 exam;
Experienced in charitable remainder trusts; IRC§ 121, REO and short sales; divorce;
probate and relocation; reverse exchanges, and IRC§1031-1033;
management portfolio exceeds $202 million in value; Real property management
portfolio rent revenues of $9.2 million annually; Integration of technology providing
increased capacity to efficiently process client; financial reporting and resident
management; Establishment of rigorous 26 week Real Estate Investment Advisory
education course featuring speakers from disciplines ranging from Legal Counsel,
Financial Services, Insurance, Commercial, Exchange Coordinators, TIC, Trusts, IRA.
For more information on Pertria and Helen Pastorino, please visit www.pertria.com