Principal

Registered Municipal Advisor (Series 50)

Cindy Yan is experienced in a wide range of professional services, including fiscal impact analysis, financial feasibility, economic impact studies, tax increment projections, and community facilities district formation and administration. She has managed complex analyses that incorporate multiple development scenarios, phasing plans, and public agency budgets to evaluate impacts from new development. Cindy has developed comprehensive infrastructure financing strategies for new projects, determining both one-time and annual burdens that are needed to fund a capital improvement program, as well as establishing reimbursement strategies for oversized facilities. She also brings expertise in development impact fee justification studies that not only satisfy the nexus provisions in the Mitigation Fee Act, but also provide a comparison to impact fees in surrounding jurisdictions.

Cindy has established innovative tax formulas for community facilities districts (CFD) throughout California and Hawaii, incorporating multiple improvement areas, tax zones, development categories, and land use types. She has extensive experience administering financing districts, having supervised the annual levy of special taxes for more than one hundred CFDs. Cindy manages the preparation of numerous continuing disclosure reports and the application of backup tax and prepayment formulas throughout the State.

Cindy holds a B.A. in Political, Legal & Economic Analysis, and an M.B.A., from Mills College.