Summit Financial Advisory Services

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

KB Financial Advisors works with tech professionals to build a plan around lifestyle, investments, stock options, and taxes.

Encore Associates ( "Encore" ) is a strategic advisory firm, sales & marketing organization, and solutions provider to the national food and consumer goods industry.Encore was founded on the belief that a wealth of knowledge, experience, and relationships exist through early retirements and normal transitions of executives. Encore is based on the premise that these skill sets can be tapped into by the business community.The Encore team includes ExecuForce, a proprietary network of more than 50 nationally recognized subject matter experts ; Encore Sales Company, provides retail industry introductions and new product advisory services ; Encore Consumer Capital, is a private equity firm investing in high quality consumer products companies ; and Encore Solutions, a select group of businesses representing unique value propositions for the industry.