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JC Financial, Mortgage Lender, Alamo, CA

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Josephine W.K. Chu, the founder and broker, has a clear understanding of the inner workings of the mortgage industry. Her goal is to help borrowers realize their dream of home ownership at the lowest possible total cost by establishing a wide range of lender relationships for the best possible loan program. She believes borrowers deserve to have a dedicated advocate to help them navigate the increasingly arduous loan process and is able to pass through her lower costs as an independent broker to borrowers.

Before founding JC Financial, she obtained an MBA from the University of Chicago and spent over 15 years in the investment management industry. She was a portfolio manager with Scudder Kemper Investments, Barclays Global Investors, and a founding partner of two hedge funds. Josephine now enjoys being a mother of 3 children while helping clients achieve their dream of homeownership.


Over the past year, Josephine has built a team of seasoned mortgage and real estate professionals to help her clients achieve their goals. Please contact us for more information.



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                                 CA DRE Lic# 01932402

                                 NMLS# 1062242