Built to Protect. Designed to Strengthen.

At Leveridge, we believe real estate decisions should strengthen — not threaten — the long-term financial plans advisors work hard to build.

We partner exclusively with financial advisors to help protect client outcomes, preserve trusted relationships, and deliver smarter, planning-aligned lending solutions — so you stay in control, look like the hero, and keep your client’s plan intact.

Our mission is simple:

Protect long-term client outcomes.
Preserve trusted advisor relationships.
And strengthen financial plans through smarter real estate decisions.

Why Leveridge Exists

Most real estate decisions happen outside the advisory process — eroding portfolios, disrupting planning, and weakening client trust.

Leveridge was built to fix that — by keeping financial advisors at the center of every major real estate decision.

Realtor

Financial Advisor

CLIENT

Loan Officer

Banker

CPA

Financial Advisor

Most advisors are close to the transaction — but left out of the decision. We help you get back in the room.

How We Operate

At Leveridge, trust isn’t just a philosophy — it’s a daily discipline.

Here’s how we protect client outcomes and advisor relationships every day:

Planning-First Approach


Lending decisions integrated into the broader financial plan — not detached from it.

Advisor-First Collaboration


We enhance your planning process — not compete with it — keeping you in control.

White-Glove Execution


Every transaction is handled with precision, care, and discretion — as if your brand was on the line.

Client Relationship Protection


Your client stays your client. No cross-selling. No disruption. Ever.

Compliance-Ready Alignment


Built around SEC, RESPA, and CFP® Board standards — to protect you, not create new risk.

Meet the Team

  • Ricardo Sanchez

    Co-Founder & CEO
    Sr. Loan & Real Estate Advisor

    Rick Sanchez is a distinguished mortgage lending officer and co-founder of innovative SaaS solutions for the real estate sector. With over a decade of experience, Rick's expertise spans a diverse clientele — from first-time homebuyers to high-net-worth individuals.

    Renowned as an impactful speaker and strategic advisor, Rick inspires finance and real estate professionals to elevate their investment and partnership strategies.

    His achievements include ranking among the top Latino mortgage originators by NAHREP and being recognized among the top 1% of mortgage originators nationwide by the Scotsman Guide — a reflection of his commitment to client success, trust, and long-term financial outcomes.

  • Ali Moallem, CFP®

    Co-Founder & COO
    Sr. Real Estate Advisor

    Ali Moallem, CFP®, brings extensive expertise in real estate planning and financing, grounded in a decade-plus career across premier financial institutions. Holding the Certified Financial Planner™ designation, Ali combines technical precision with a client-first philosophy.

    Previously serving as Director of Strategy and Business Development for a leading mortgage company, Ali also distinguished himself as a Private Wealth Advisor at U.S. Bank — delivering comprehensive wealth management solutions to high-net-worth clients.

    With experience at U.S. Bank and Wells Fargo, Ali leads with a deep understanding of how real estate strategies integrate into long-term wealth planning — consistently helping clients and advisors protect assets, optimize liquidity, and achieve lasting financial goals.

  • Robert Hernandez

    Sr. Lending Operations Specialist

    Robert Hernandez plays a key role in ensuring the seamless, precise execution of each client file — supporting Leveridge’s mission to deliver planning-first lending experiences for financial advisors and their clients.

    With a sharp eye for detail and deep experience in loan processing, Robert manages the operational workflows that keep transactions on track, compliant, and client-friendly. From documentation through closing, he’s a direct line of execution behind the trust advisors place in Leveridge.

    Whether working with high-net-worth clients or supporting strategic partners, Robert helps ensure every detail is handled with care — so advisors stay focused on planning, and clients stay confident from start to finish.