Optimal Financial Wellness

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2625 Townsgate Rd Ste 330
Westlake Village, CA 91361
Since 1990 I've been committed to helping families and business owners understand and benefit from realizing their true financial potential... even in the face of an unpredictable future. There are so many hidden threats that can blow up the future you desire. There are amazingly great opportunites that are generally unknown to vastly enhance your financial outcome.

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5.09 reviews
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Dan R.
3/10/2022

You get the best, when you work with the best! Alex and Joseph are the best, great to work with, and have access to a lot of different lenders. When running your own business you typically want...

Alexander S.
3/28/2025

Where to even begin.... I worked with a great broker named Raymond (Ray) and Joseph helped out a ton as well. This was such a tricky loan, as it was for my first home purchase and I was hoping to...

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Harrison H.
10/10/2024

I highly recommend American Financial Lending! I was referred to them when my loan with a bank fell apart at the 11th hour due to weird technicalities and bureaucracy. Joseph took the lead at...

David G.
8/16/2024

I reached out to Joseph Gray to assist with a Heloc. I had been told with a certain ding on my credit report I would not be able to secure the Heloc by a credible resource. After speaking with...

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Jeremy H.
4/12/2023

Seamless transaction, Joseph and the team are easy and great to work with, and the push all parties to ensure they meet deadlines as if it were their own loan. Would definitely recommend them to...

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