1. "I can't imagine running a bond financing program without Dale Scott & Company."
   
   Ron Bennett, President
   School Services of California
   
   
2. "What impresses me most about them is their willingness to listen to our needs and then use the information to craft a strategic overall financing strategy specific to those needs."
   
   Phil Pendley, Superintendent
   Hemet Unified School District
   
   
3. "When dealing with millions of taxpayer dollars, having an independent financial advisor is critical. I value having Dale Scott & Co. on our side of the table because of their rigorous independence."
   
   Dr. Brice Harris, Chancellor
   Los Rios Community College District
   
   
4. "We're a different community than most. Dale Scott & Company took the time to understand our unique political landscape as well as the specific concerns of our Board."
   
   Dr. Steven Keller, Superintendent
   Redondo Beach Unified School District
   
   
5. "We value their commitment to maintaining long-term relationships with their clients. Fifteen years of working together including two successful bond elections has shown me how valuable such a relationship can be."
   
   Michael Crilly, Superintendent
   Jefferson Union High School District
   
   
6. "As a community college business officer, I appreciate Dale Scott & Company's commitment to saving money for both my district and its taxpayers."
   
   Tom Burke, Chief Financial Officer
   Kern Community College District
   
   
7. "With Dale Scott & Company, I know the job will get done on time and get done right."
   
   Pamela Lopez, Assistant Superintendent; Chief Financial Officer
   Pomona Unified School District
   
   
8. "Honest. Hard-working. Able to think outside the box. Not afraid of making tough decisions. They're the first firm I'd turn to regardless of the problem."
   
   Paul Disario, Chief Financial Officer, Business Services
   Stockton Unified School District
   
   
9. "It was because of their recommendations, guidance, and support that we were successful in passing two bond elections as well as a district-wide parcel tax."
   
   Robin Blakley, Assistant Superintendent for Business Services
   Pacific Grove Unified School District
   
   
10. "They excel at innovative solutions that address their client's financing needs rather than trying to make one size fit all."
    
    Thomas Smith, Vice Chancellor for Finance & Administration
    Peralta Community College District
    
    
11. "Their advice has always been based on what's best for our district."
    
    Ron Garcia, Superintendent
    Delano Union School District
    
    
12. "Excellent at seeing the big picture. Excellent at managing the details. A great combination in a financial advisor."
    
    Jerry Kurr, Associate Superintendent of Administration & Business Services
    East Side Union High School District
    
    
13. "Having a one-stop shop that can put together a comprehensive plan, assist us with our bond election and guide us through the bond issuance process is invaluable. The team is experienced, knowledgeable, responsive, and great to work with."
    
    Wayne Oetken, Assistant Superintendent - Business
    Cajon Valley Union School District
    
    
14. "Dale Scott & Company was ranked #1 by our campus committee after careful analysis of the firm’s experience, expertise, and independence."
    
    Rod Frese, VP Administrative Services
    College of the Sequoias
    
    
15. "Both my Board and I have learned to value their strategic approach to facility financing."
    
    Dr. Jay Hoffman, Superintendent
    Nuview Unon School District
    
    
16. "Even though we’re a small district, we’ve always received the highest level of service. I appreciate that kind of commitment to quality."
    
    Nancy Carroll, Superintendent
    Ocean View Elementary School District
    
    

For over two decades, Dale Scott & Company has been the top independent financial advisory firm for California school districts and community college districts. This success is due to our state-wide reputation for solid, practical advice and a history of client-driven financing innovations.

These innovations are what distinguish us. From being the first financial advisor to offer election consulting services for General Obligation Bonds to the refinancing of retiree healthcare benefits with the first OPEB Bond in the State, Dale Scott & Company is the leader in the development of creative solutions for the financing needs of its clients.

Our unmatched experience generates this innovation. Large districts and small. Urban and suburban. Growing and declining. Our broad base of clients gives us an understanding of the challenges facing California’s local governments.

Finally, our independence is our most valuable asset. As an independent financial advisory firm, we can do our job without the built-in conflict of trying to be both a financial advisor and an underwriter. Our advice is based on the client's needs, not ours.

Click here to view a list of upcoming bond sales.