CFW Inc

Caldwell Flores Winters (CFW) is a multidisciplinary firm established in 1986, specializing in providing comprehensive facilities planning, financial advisory, and program management services to school districts and municipal entities throughout California. With a focus on student achievement, CFW is known for its innovative approach to developing 21st century learning environments, incorporating educators alongside architects and construction managers in their leadership team. CFW has represented over 250 districts, assisting them in decision-making processes, funding strategies, project management, and securing state aid funding. They also provide data-driven strategies for campaign committees and offer financial advisory services through their affiliate firm, CFW Advisory Services LLC. With a track record of success, CFW has submitted over $1 billion in state funding applications and issued $8.4 billion in municipal debt, serving a diverse range of clients in the education sector.Generated from the website

Willow Grove Advisors is an independent wealth management firm based in Berkeley, CA, serving a global client base. With a focus on customized services for entrepreneurs, particularly in the tech industry, they provide wealth management, financial planning, investment management, and portfolio analysis to help clients achieve their financial goals. With a team of experienced professionals, Willow Grove Advisors offers a unique approach to wealth management, combining investment strategy, ongoing monitoring, and a values-based approach to investing. Their expertise and personalized services make them a trusted partner for entrepreneurs, professionals, and families seeking comprehensive financial solutions.Generated from the website