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NHA ADVISORS, LLC
City of Pleasanton
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NHA ADVISORS, LLC
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Last modified
3/4/2026 3:30:37 PM
Creation date
3/4/2026 3:28:31 PM
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CONTRACTS
Description Type
Professional Services
Contract Type
New
NAME
NHA ADVISORS, LLC
Contract Record Series
704-05
Munis Contract #
2026443
Contract Expiration
6/30/2026
NOTES
CONSULTANT PROVIDING PENSION STRATEGIES.
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REQUEST FOR PROPOSALS FOR PENSION FUNDING STRATEGY FOR EMPLOYEE RETIREMENT <br /> <br />Page 7 <br /> <br />5. REFERENCES <br />NHA’s references will provide you with a frank, detailed evaluation of our approach and processes. We <br />encourage you to reach out for more information about how NHA approaches projects with a goal of <br />providing an unparalleled level of financial services. <br /> <br />Reference: City of Walnut Creek <br />Contact: Kirsten LaCasse, Administrative Services Director <br />Dan Buckshi, City Manager <br />Contact Address: 1666 North Main Street, Walnut Creek, CA 94596 <br />Contact Phone & Email Address: (925) 943-5810 | Lacasse@walnut-creek.org <br />(925) 943-5812 | buckshi@walnutcreekca.gov <br />Term of Engagement: September 2024 – March 2025 <br />Description of Services: See Case Study in Section 1 <br /> <br />Reference: City of Riverside <br />Contact: Edward Enriquez, Assistant City Manager <br />Contact Address: 3900 Main St, Riverside, CA 92522 <br />Contact Phone & Email Address: (951) 826-5553 | Eenriquez@riversideca.gov <br />Term of Engagement: 2018 - Present <br />Description of Services: See Case Study in Section 1 <br /> <br />Reference: City of Santa Rosa <br />Contact: Scott Wagner, Chief Financial Officer <br />Contact Address: 90 Santa Rosa Ave, Santa Rosa, CA 95404 <br />Contact Phone & Email Address: (707) 543-4670 | swagner@srcity.org <br />Term of Engagement: April 2025 – Present <br />Description of Services: See Case Study in Section 1 <br /> <br />Reference: City of El Cerrito <br />Contact: Karen Pinkos, City Manager <br />Contact Address: 10890 San Pablo Avenue, El Cerrito, CA 94530 <br />Contact Phone & Email Address: (510) 215-4301 | Kpinkos@ci.el-cerrito.ca.us <br />Term of Engagement: 2018 – Present <br />Description of Services: <br />Pension report, City Council/Stakeholder pension education, <br />UAL cost management strategy evaluation, multiple public <br />presentations to City Council, labor group meetings <br /> <br />Docusign Envelope ID: BB80A86F-2853-4F40-B02D-18F5B9DD615F
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