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Building Fiscal Resilience for
California Public Agencies

Supporting local government leaders to become innovators,

transforming their agency through fiscal sustainability

and creating a lasting legacy for the community. 

Building Resilient Communities

CalMuni Advisors is registered with the Securities and Exchange Commission (“SEC”) and the Municipal Securities Rulemaking Board (“MSRB”) as a municipal advisory firm.

With diverse backgrounds in government, community development, bond counsel, investment and commercial banking, and credit analysis, the CalMuni Advisors team is committed to providing the highest standard of service in the industry.

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AN EXTENSION OF YOUR STAFF

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Strategic
Planning

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Compliance Reporting

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DebT
Management

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ongoing
support

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STRENGTH IN NUMBERS

50+

Years of

Experience

700+

Public Finance Projects

1000+

California Public Agencies

$9 Billion+

in Financing with Principals' Participation

*Numbers reflect Principals' individual experience combined

OUR APPROACH

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Ingenuity

Our solutions are never cookie-cutter. We act as a resourceful partner, helping clients proactively face whatever challenges may arise, with sound insights based on creative and relevant analysis.

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Dilligence

Our quantitative modeling expertise and rigorous analysis allow us to proactively identify fiscal challenges and strategic opportunities.

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Integrity

We passionately uphold the fiduciary duty of loyalty and care to our clients. Without fail, our mission is to provide independent, objective, unbiased advice and analysis.

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Excellence

Our work is always guaranteed to produce with the utmost excellence in quality with the goal of providing the most optimal solution for your long-term fiscal sustainability.

Who we serve

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CITIES/
COUNTIES

Hands Raised

CHARTER
SCHOOLS

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PUBLIC UTILITIES

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HEALTHCARE/NONPROFIT

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WATER/
WASTEWATER

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PORTS, AIRPORTS

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Public
Safety

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PRIVATE
DEVELOPERS

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