California Financial Services
Building a better tomorrow, today
Building a better tomorrow, today
California Financial Services (CFS) was founded in 1986 as a financial planning firm and today provides a wide range of financial and facility planning services to California school districts and local governments. CFS's staff includes industry specialists that offer expertise for an array of services addressing the enormous and complex problems facing local government today.
CFS maintains offices throughout California—in Mission Viejo, Sacramento and Santa Rosa. The firm is staffed with two bankers, three facility planners, a financial planner, two account administrators and three office administrators.
CFS’s staff includes industry specialists that offer expertise for an array of services addressing the enormous and complex problems facing local government today. Our staff provides the leadership and support necessary to implement even the most labor-intensive solution to virtually any financial planning problem facing school districts and local government today.