Keller Williams Bay Area Estates Homes for Sale in Silicon Valley, Carlos Ezquerro Real Estate | Homes for Sale | Santa Clara County, CA

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KELLER WILLIAMS BAY AREA ESTATES

 

CARLOS’ LIST

Serving 

I am Carlos Ezquerro, Realtor DRE#01238493. I am a real estate adviser specializing in relocation, and maintain an independent, complementary list that connects retirees with needed service providers and contractors both locally and globally.

The advantage in working with me may be that I could help someone that you care for, with planning ahead of time for retirement. This new phase of life may involve many factors, such as financial or health coupled with the desire to maintain independence. Whatever the issues may be, I can help you develop solutions. Retirement homes are not always an option, and staying with family may be a viable solution where I am helping with living arrangements, such as, referrals for alterations to the family member’s home and lifestyle.

Senior placement offers a full referral service for retirees pursuing Independent Living, Assisted Living, Alzheimer’s Care Nursing, Care Homes, Adult Day Care, Continuing Care (CCRC), and Respite Care-Short Term Stay.

I work side-by-side with retirees to develop the best possible action plan including real estate services and referrals.

I offer retires in transition complementary referral services for to vendors and contractors, clutter management, moving services, local and global relocation services, etc.

In addition when cash flow is a concern, downsizing to a smaller home can result in mortgage and insurance savings.

It can also free up capital to reinvest into a retirement portfolio.

For instance, I could refer you to someone to help with the IRS 408b tax code, which could allow investing for legacy, by using qualified retirement funds to purchase real estate, within retirement accounts. 

MISSION STATEMENT

Carlos’ List Relocation is a referral transition service, which could provide referrals support systems, with a complementary pool of affiliated including financial advisers, vendors and contractors, movers, etc., which can alleviate stress during local or global relocation process, I could provide appraisals of retirees’ current property and sell preparation, etc.

VISION STATEMENT

Carlos’ Relocation List exist to provide relief of stress for retirees in transition, for those who are planning or having began moving on an independent lifestyle of retirement, I could provide referrals for vendors and contractors to assist with what better fits their preparedness needs.

BENEFITS:

My foremost goal is to help for a smooth the relocation process.

I assist retirees with my expertise during and after their real estate transition, since I a licensed Realtor DRE #01238493.

My referral partners deliver related services for retirees.

REFERRALS:

Relocation assistance in relocation, locating an ideal home in a stress free manner

RESOURCES:

Contractors, such as clutter management and moving specialists

Vendors, such as, real estate relocation

Attorneys for areas of practice including litigation

Estate planning, general business transactions and advice

Corporate relocation corporations

CA insurance

Securities products and services registered brokers/dealers

Financial representatives

Investment Advisers.

 

RETIREMENT SOLUTIONS

My average clients are retirement age couples looking to find a community, that fit their lifestyle; I could offer significant services for this age group, such as:

 

A referral list of vendors and contractors.

I keep clients up to date with research summaries about retirement trends, and solutions for various retirement challenges.

I am in this age group, so I understand the unique challenges we face as we move towards retirement.

 

SOLUTIONS

Looking for a better lifestyle? A smaller home may be an option.

Whatever your goal, our partners will assist with a customized plan that, depending on your needs, can include:

Remodeling

Income property

Reverse mortgage

Appraisal

Sale preparation

Community information

Moving consultation

A smaller home might be an option. I could offer customized solutions with trusted advisers, vendors and contractors for your retirement transition needs.

If staying with family is a viable solution, I can help with living arrangements, such as, referrals for remodeling construction and alterations to the family member’s home.

Reverse mortgage is an alternative, and it might be an option for those in the age of 62 years minimum, which eliminate mortgage foreclosure and creates extra income.

For those who are not yet ready to retire a solution might be to invest in a retirement property while working; more and more people are purchasing homes that their children can use until the parents are ready for retirement.  

Do you know someone who is in the process of downsizing or needs information about of a senior residence or assisted living facilities?

Do you have clients who are considering a retirement home, but are unsure of funding?

Who do you know in need of simplifying housing services?

If you may know somebody who has been asking these questions, please give me a call.

Carlos’ List

Los Gatos, California. 

Phone (408) 898-0336 

Carlos Ezquerro

Cal DRE# 01238493 — Real estate agent, residential.

 

Carlos Salvador Ezquerro was born in San Francisco and raised in Mexico City where he began his career in real estate. He returned to the San Francisco Bay Area in 1982. With multi-national experience and fluency in both Spanish and English, he is uniquely qualified to collaborate with buyers and sellers in the multicultural Silicon Valley marketplace. Prior to joining Keller Williams, Carlos sold single family homes, with Citrus Heights office of Coldwell Banker Residential Brokerage, the San Jose Office of Century 21 Golden Hills, and Casa Propia Real Estate. He also served as a land banking agent with Ace Capital Group.In Mexico, he represented clients with bienes raises (real estate) in Mexico City through Mac Division Inmobiliaria, Grupo HIR and Remax in San Miguel de Allende. Carlos is resourceful, and focuses on exceeding sales goals by establishing strong relationships with both clients and colleagues. He offers high quality representation, with dedicated customer service in all residential and multi-family real estate transactions. Carlos holds a Bachelor of Arts degree in Communication Studies from San Jose State University, where he focused on cross-cultural business and organizational behavior.

KELLER WILLIAMS BAY AREA ESTATES

We understand that buying or selling a home is more than just a transaction: it’s a life-changing experience. That’s why our team of highly-seasoned real estate professionals is dedicated to providing exceptional, personalized service for all of our clients. We take great pride in the relationships we build and always work relentlessly on the client’s behalf to help them achieve their real estate goals.

Our team of experts represents the best and brightest in the industry, and we’re always striving to lead the field in research, innovation, and consumer education. Today’s buyers and sellers need a trusted resource that can guide them through the complex world of real estate. With our extensive knowledge and commitment to providing only the best and most timely information to our clients, we are your go-to source for real estate industry insight and advice.

Our Mission Statement:

Our philosophy is simple: clients come first. We pledge to be in constant communication with our clients, keeping them fully informed throughout the entire buying or selling process. We believe that if you’re not left with an amazing experience, we haven’t done our job. We don’t measure success through achievements or awards, but through the satisfaction of our clients.

Agent

Carlos Ezquerro

Carlos Ezquerro

01238493

Phone(408) 898-0336

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