(2) California Financial Services- Premier Plus Partner
412 Humboldt St
Santa Rosa, CA 95404
CFS maintains offices throughout California—in Orange County, the Sacramento area and Santa Rosa. In 28 years of business, CFS has worked with California clients from as far south as Calexico in Imperial County and as far north as Eureka in Humboldt County. CFS will provide consulting and advisory services to clients anywhere in California.
CFS’ business is designed to provide the full range of consulting services required for facility planning, funding and construction delivery. We achieve our goal of providing the right mix of services for each client by staffing each account with a custom blend of CFS employees -- including private sector financial experts and former public-sector State, school business, facility and planning staff.
Our full-service approach to consulting requires that we staff our firm differently than a typical debt advisory firm. While the firm is staffed with two traditional registered municipal financial advisors who are co-owners of the firm and operate under the regulatory umbrellas of the Municipal Security Rulemaking Board (MSRB) and the Securities Exchange Commission (SEC), our non-municipal financial advisory staff provide the services that make CFS a unique “Big Picture” consultant. These professionals provide assistance with State growth and modernization funding applications, facility master plans, educational specifications, site selection, specialty State funding programs, school staff facility condition surveys, management consulting, interim CBO assistance, developer mitigation negotiation, lease-leaseback project delivery project assistance and other facility-related professional support.
In order to provide these necessary, useful and valuable services, CFS has consistently invested in qualified staff. Our “Big Picture” consulting team includes two former CBOs, a former CDE field representative, two financial analysts, a former purchasing agent, an information technology administrator and two full-time clerical support staff to produce and manage the various studies, analyses and plans overseen by senior staff.
In addition, CFS can call upon our retired employees – including CBOs, facility planners and an OPSC top administrator -- when projects with a need for specific expertise arise. We can also help our clients select consultants to supplement our core consulting work when necessary or desirable.
California Financial Services