At the intersection of real estate and financial wellness, Marcel Atallah and Vanessa Beeson serve as the trusted Directors of Real Estate Services for our Credit Union and Banking partners. Together, they lead a team dedicated to ensuring that every member and client—from first-time buyers to seasoned investors—receives an exceptional real estate experience, backed by exclusive benefit packages tied directly to their financial institution.
With over 40 years of combined experience, Marcel and Vanessa specialize in navigating the buying and selling process through the unique lens of credit union and bank member needs. Their role is simple yet powerful: to make real estate feel seamless, rewarding, and fully aligned with each member's financial goals.
By cultivating strong relationships with loan officers, branch managers, and institution leadership, they ensure every transaction is not only full-service—but also packed with financial perks that can save members thousands. These benefits often include discounted commission rates, closing cost credits, rate buy-down assistance, and more—all curated to reward member loyalty and enhance financial freedom.
Primary phone
(951) 757-1765License Number
##01347990Address
4 Corporate Plaza Ste 100,Primary phone
(760) 707-8820License Number
##01735150Address
4 Corporate Plaza Ste 100,Behind every great real estate match is someone who knows how to listen—and that’s where Rich Chavez shines. As our Member Alignment Specialist, Rich plays a vital role in pairing each credit union or bank member with the right real estate professional based on their unique preferences.
Whether it’s choosing an agent who speaks a preferred language or one with deep expertise in a specific neighborhood or home type, Rich ensures the match is intentional and value-driven. His thoughtful, hands-on approach means clients are never handed off—they’re connected with someone who truly understands their journey.
Primary phone
(951) 221-9711License Number
##01997126Address
4 Corporate Plaza Ste 100,Our team isn’t just about selling homes—we’re about elevating lives. Through trusted credit union and bank partnerships, we’re redefining what it means to buy and sell real estate with confidence, care, and cost savings.
Whether you're a member looking to purchase your first home, a seller seeking maximum exposure and value, or a loan officer hoping to enhance your client’s overall experience—we’re here to serve, guide, and deliver results.
We pride ourselves in providing personalized solutions that bring our clients closer to their dream properties and enhance their long-term wealth. Contact us today to find out how we can be of assistance to you!