Sheila Goulart Siegel (Synergy Financial Group, Inc.) Mortgage and Lending



Sheila Goulart Siegel
location_on Mission Viejo, CA — Synergy Financial Group, Inc.
Get to Know Sheila Goulart Siegel

Sheila Siegel has been in the financial services industry for over 20 years. She is a native to South Orange County and a CSUF alumni.

She started her illustrious career in financial services with Bank of America in 1990.  She had a brief stint as a teller in the San Juan Capistrano, CA. branch, before moving over to the platform side of banking at the same office later that year.  She worked with checking and savings accounts, investments, loans, merchant services, and other business products.  She began her lending career with equity loans and lines of credit, auto loans and credit cards.  In 1993 she took a position doing only real estate lending for the bank.  She worked with several high producing branches over the next couple of years and became known for her product knowledge and unique ability to service a client by listening carefully to their needs and providing them with the perfect product for their situation.  She was asked to develop and teach training classes for products and services within the Orange County District.  She took a Premier Banking position in 1996 that helped high value clients manage their financial lives.  This position led to financial planning training.  The new position evaluated clients' financial situations and advised them on how to proceed by adjusting their savings and investing habits, revisiting their mortgage product fit and discussing estate planning and insurance needs as all relate to the client's short and long term goals.  She left the big banking world in 1998 to begin another leg in her career as a Mortgage Broker with a stellar mortgage firm in Newport Beach, California.  There, she was a top producing Loan Officer for 3 years before moving to Ameristar in 2001, which would later become Harborside (and then Equipoint) Financial Network. In 2001, Sheila also started her own financial services firm, primarily a mortgage brokerage, Synergy Financial Group, Inc.  She has since used her experience, knowledge, dedication and abilities to build her own company and brand from her unique blend of caring and service. She strives toward helping all of her clients build their best financial future!!


Fitting the right product to each individual client, Mortgage Lending, Credit help, financial planning support.  I am a licensed Mortgage Broker for the state of CA. and a Director and Contributing Finance Editor for Ladera Ranch Magazine and Coto de Caza Quarterly. 


South Orange County mortgage lending specialist with over 20 years of experience in finance - creating happy homeowners through education with dedication, knowledge and integrity.