Full Service Consulting

California Financial Services (CFS) was founded in 1989 as a facility funding advisory firm with a “Big Picture” perspective. We made an early commitment to acquire talented and experienced staff with the expertise to assist our clients identify and take advantage of school facilities funding opportunities everywhere they exist. As a result, our guidance often integrates many of a school district’s potential long-term local, state and federal revenue/funding sources available for the planning, modernization, improvement, expansion, and construction of school facilities. CFS has the “in-house” capability to help guide our clients through the planning, implementation, and reporting phases for many of the significant funding programs from inception through an OPSC close-out audit. CFS works with clients to develop solutions that could best address planning and administrative needs that require a carefully tailored financial plan reflecting a client's unique circumstances and the need for a “roadmap” that helps ensures that potential opportunities are considered. 

CFS employs a mix of experienced professionals from the private sector and accomplished public sector business leaders who together provide a greater depth of expertise and a broader perspective. We pride ourselves on our understanding of the school facilities world from the perspective of the facility planner, the Chief Business Official (CBO), the superintendent, and the governing board. We believe that this knowledge and perspective is needed to assist our clients through the implementation and reporting phases and is best gained through field work, which is why we employ seasoned professionals and former school CBOs, governmental purchasing officers, Board members and State employees. Our professionals’ perspective has been developed through years of experience working hands-on with school districts.