CPI Financial

SDFA Special District Financing and Administration offers comprehensive consulting services tailored to assist municipalities with the organization, planning, and financing of public projects. With a strong commitment to serving public agencies, SDFA advocates for the interests of its clients and their communities, ensuring effective and innovative solutions. With over two decades of experience and a team of professionals averaging 15 years in public finance, SDFA provides a wide range of services including feasibility formation, administration, reporting, and school fee assessments. The firm is dedicated to delivering individualized solutions and maintaining long-term client relationships, underscoring its expertise and reliability in the field of special district financing. Generated from the website

JD Wealth Management LLC, located in Palm Desert, CA, is led by Jill L. Ditter, an Independent Investment Advisor with over 30 years of experience in guiding investors towards their financial goals. The firm specializes in a comprehensive approach to investment planning, focusing on individualized strategies for retirement, education funding, and estate planning. Jill Ditter prioritizes excellent service and builds trusting relationships with her clients through ongoing communication, performance reporting, and regular reviews. Offering transparent fee structures, she provides tailored financial advice free from proprietary products, ensuring that each investor's unique needs are met. Generated from the website