About Us

Experienced in financial and charter school management and property development

Carl Raggio is a banking veteran who had an opportunity to run a large charter school in the Los Angeles area.  He learned the issues charter schools faced and was able, with his banking skills, to solve issues.  From then on, he is an avid supporter of the charter school movement.

He has over 30 years in the banking industry with experience in real estate lending, property acquisition and project/construction management.

Carl's experience helps charter schools as a financial advisor and property developer.  He knows what schools need in order to operate and has industry contacts to bring that together.

You are in the education field and not the financial world.  It is tough enough to stay up with educational standards.  Hence, all our clients find that they need our expertise to help explain, solve and become a partner. 

 Our approach is to make solutions available in a way that makes sense and provide a long-term approach.  While we do many things, our number one mantra is to give you financial freedom.

We have the ability to:

1. determine if you qualify for a loan;

2. search the market for suitable properties;

3. engage general contractors (design and build) to help create the school and control costs;

4. bring together financings whether via a lease, purchase that meets the school's financial capabilities.