Insights

Strong bond track CFW has a proven nonprofit and school district financing track record, with over 550 bond sales and $5.0 billion in bond proceeds, plus significant state hardship and federal stimulus activity. This suggests robust credibility when engaging districts on financing and facilities projects.

Procurement leadership Specializes in procurement of State aid and development of financing vehicles tied to Federal Stimulus programs, indicating opportunities to upsell advisory services around available funding, grant eligibility, and streamlined procurement for districts facing capital needs.

Expansion readiness Historical growth in scope and client base within school districts implies potential demand for scale-friendly services in additional districts or larger campaigns, particularly around multi-district bond campaigns and program management.

Tech enablement Using a modern tech stack (WordPress, Wix, Google Cloud, Microsoft 365) can be leveraged to deliver portal-based project tracking, transparent reporting to districts, and streamlined client communications to win new district partnerships.

Small firm agility With 11-50 employees and a focus on personal service, there is an opening to position as a cost-effective, high-touch advisory partner for mid-sized districts seeking tailored facilities planning, elections, and financial advisory without large corporate overhead.

Similar companies to Caldwell Flores Winters, Inc.

Caldwell Flores Winters, Inc. Tech Stack

Caldwell Flores Winters, Inc. uses 8 technology products and services including Wix, WordPress, Wix eCommerce, and more. Explore Caldwell Flores Winters, Inc.'s tech stack below.

Caldwell Flores Winters, Inc.'s Email Address Formats

Caldwell Flores Winters, Inc. uses at least 1 email format:
Caldwell Flores Winters, Inc. Email FormatsExamplePercentage
FLast@cfwinc.comJDoe@cfwinc.com
100%

Frequently Asked Questions

What is Caldwell Flores Winters, Inc.'s phone number?

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You can contact Caldwell Flores Winters, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Caldwell Flores Winters, Inc.'s official website and social media links?

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Caldwell Flores Winters, Inc.'s official website is cfwinc.com and has social profiles on LinkedIn.

How much revenue does Caldwell Flores Winters, Inc. generate?

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As of August 2026, Caldwell Flores Winters, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Caldwell Flores Winters, Inc.'s SIC code and NAICS code?

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Caldwell Flores Winters, Inc.'s SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Caldwell Flores Winters, Inc. have currently?

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As of August 2026, Caldwell Flores Winters, Inc. has approximately 15 employees across 1 continents, including North America. Key team members include Chief Executive Officer: B. R., Partner: D. D. and Partner: M. W. Explore Caldwell Flores Winters, Inc.'s employee directory with LeadIQ.

What industry does Caldwell Flores Winters, Inc. belong to?

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Caldwell Flores Winters, Inc. operates in the Financial Services industry.

What technology does Caldwell Flores Winters, Inc. use?

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Caldwell Flores Winters, Inc.'s tech stack includes Wix, WordPress, Wix eCommerce, Microsoft 365, Google Cloud, Sentry, HSTS and Sitelinks Search Box.

What is Caldwell Flores Winters, Inc.'s email format?

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Caldwell Flores Winters, Inc.'s email format typically follows the pattern of FLast@cfwinc.com. Find more Caldwell Flores Winters, Inc. email formats with LeadIQ.

When was Caldwell Flores Winters, Inc. founded?

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Caldwell Flores Winters, Inc. was founded in 1986.
Caldwell Flores Winters, Inc. logo

Caldwell Flores Winters, Inc.

Financial ServicesCalifornia, United States11-50 Employees

Caldwell Flores Winters, Inc. is a mid-sized financial services firm based in Emeryville, California, founded in 1986 by George Caldwell, Ed.D., Ernesto Flores, and Michael Winters, Ed.D. The company provides an interdisciplinary, full-scope offering that supports California school districts with facilities planning, election services, and financial guidance. To date, it has represented more than 200 districts in these areas.

The firm has carried out more than 550 bond sales, producing about $5.0 billion in bond proceeds, and has supported more than $1.0 billion in State Hardship and Matching funds. It has won over 200 bond campaigns, reflecting a 90% success rate, and participated in federal stimulus efforts with more than $200 million in stimulus authorization in 2009, in addition to more than $500 million in program management services. Today, CFW focuses on procuring State aid and developing structures to leverage Federal Stimulus programs, while maintaining a high level of personal service to its clients.

Section iconCompany Overview

Phone number
Website
cfwinc.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Caldwell Flores Winters, Inc.'s revenue is estimated to be in the range of $10M - $25M

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