Confirmation Capital Management

Union Bank personal banking services in Berkeley are exclusively designed to meet your financial needs. Union Bank offers corporate, commercial, retail banking and wealth management solutions.

DABK Financial Planning Services is a fully independent financial advisory firm based in El Cerrito, CA. They offer affordable and conflict-free hourly or flat-fee financial planning advice, specializing in a wide range of topics including budgeting, tax planning, retirement funding, and insurance coverage review. With a commitment to the fiduciary standard of care, their Certified Financial Planner (CFP) advisors prioritize the client's interests above their own. They are dedicated to helping individuals achieve financial well-being in order to reach their non-financial goals, providing personalized and holistic solutions that integrate life planning with financial advice.Generated from the website

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