Mark Epstein
Managing Director, Santa Rosa Office

R. Mark Epstein co-founded California Financial Services in 1990 after spending almost a decade as Vice President of Public Finance for one of Wall Street's largest firms. He is an active owner of CFS and manages the Northern California Region and the business administration for the. He has participated in more than $3 billion in municipal funding programs during his fifteen-year career.

He has a multi-disciplinary approach to providing financial planning services including the evaluation of facility planning, demographics, development projections, debt management and credit factors relating to each districts' unique circumstances.

His expertise includes developing and preparing negotiating strategies for developer mitigation, joint-use projects and state grant funding economic master plans, financing programs, revenue generating and funding alternatives, land acquisition programs and technical financial analyses to support his municipal clients.

Mr. Epstein has earned an A.B. in Humanities from Stanford University

Mr. Epstein has created multiple programs specifically for California school districts. These include Economic Master Plans, Landbank Programs, Community Facility Districts, Redevelopment Agency Funding Programs, Refunding Programs, Certificates of Participation Funding Programs and G.O. Bond Funding Programs.