Brian Daly (Heroic Financial Services) Mortgage and Lending



Brian Daly
location_on La Mesa, CA — Heroic Financial Services
Get to Know Brian Daly

I LISTEN! I am HONEST! and I GET IT DONE! Integrity and a firm knowledge base are the keys to my business. I am dedicated to helping my clients reach for, and attain their goals. Let's be honest, we are all pulling from the same pool of mortgage lenders and interest rates...the only way to stand out from the pack is by always giving 110% to my clients, and consistently working on find new ways to add value to those I serve.

I am not an order taker...I coach my clients in advanced but pertinent financial strategies to build and preserve wealth. I help my clients develop a proper plan of action, and I make it a point to always be there to keep them from wandering too far off that path. I am not here for the short term gain.

I am ABSOLUTELY set on making EVERY SINGLE person I work with a CLIENT FOR LIFE. I will always be the person they can turn to with questions, concerns, or for advice.

It is my mission to be their TRUSTED ADVISOR FOR LIFE.


My specialties include, but are not limited to - equity and debt planning and management, as well as Chapter 13 buyouts, first time home buyers, real estate investing and planning, and private and hard money financing. I tend to focus on these niches, however I have the experience, knowledge, and resources to handle everything. I have helped many first-time home home buyers with special programs. I have funded construction loans, covering all acquisition and construction costs. I have even organized, prepared and presented a proposal for a $250 MILLION letter of credit for the development multiple single family communities. I am always looking for ways to expand my knowledge base so I am always providing the best service and advice to my valued clients.


Brian Daly, founder and President of Heroic Financial Services, is serving the mortgage needs of California, including San Diego, Los Angeles, Santa Barbara, San Francisco, and all surrounding areas.