California Financial Svc

California Financial Svc

  • 26691 Plaza Ste 130
  • Mission Viejo, California
  • 92691

Description

As a top ranked Certificates of Participation (COP) advisor, CFS has extensive experience with lease-backed financings such as COPs and Lease Revenue Bonds. CFS' two lead bankers have a combined 35 years experience in the lease and municipal securities industry and have completed more than $3 billion of California COP and Lease Revenue Bonds throughout their careers, including over $2 billion at CFS.

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 maintains offices throughout California—in Mission Viejo, San Gabriel, Sacramento and Santa Rosa. The firm is staffed with two bankers, three facility planners, three former CBOs, two former OPSC and CDE management personnel, two account administrators and three office administrators.

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' staff includes industry specialists that offer expertise for an array of services addressing the enormous and complex problems facing local government today.

Fact sheet

Number of employees
10-14

Company contacts

  • Michael Ogburn
  • Sr VP

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