We are the premier financial management provider to community associations in Northern California.

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Our Mission.

We are a family run business bringing a personal touch to our clients, while maintaining the advantage of a professional corporation. At CFM, building and maintaining client relationships is our top priority. Our principals are always accessible, and every client is assured the same level of expertise and quality control in the handling of their account.

Our Mission.

We are a family run business bringing a personal touch to our clients, while maintaining the advantage of a professional corporation. At CFM, building and maintaining client relationships is our top priority. Our principals are always accessible, and every client is assured the same level of expertise and quality control in the handling of their account.

Quick Links.

Here you can quickly access the Owner’s & Board Portal, customer service information, Escrow Services, and the Innovia Portal.

Owner’s & Board Portal
Click here
Customer Service
Escrow Services
Click here
Innovia Portal
Click here

Our Team.

Linnea Juarez

OWNER

A founding member of CACM. She was among the first 35 managers to receive the Certified Community Association Manager (CCAM) certification in 1993. She was elected to the Board of Directors of CACM in 1994 and was elected to serve on the Executive Committee of the Board in 2000. During her time on the Executive Committee she served as both the Treasurer and Chairperson. Linnea has authored and currently instructs two of the five core courses required to achieve the CCAM; “Financial Management for California Common Interest Developments” and “Ethics for California Community Association Managers”. The CCAM is the only professional certification for the HOA industry specific to California managers. She also authored “Advanced Budgeting for CID’s” for CACM and continues to work with CACM to update these courses as changes to the law require.

Linnea was awarded the Professional Community Association Manager (PCAM) designation by the Community Association’s Institute (CAI) in May 1990 She is a senior instructor for CAI’s Professional Management Development Program courses. She is also the author and instructor of the CAI course “Bookkeeping for Community Associations”. Linnea is a past Chairperson of the CAI National Accountants Committee as well.

Stacie Donnelly

OWNER

Daughter of Herbert & Linnea, joined the firm after graduating college in 1994. She started her career with CFM as a financial preparer and is now the Chief Financial Officer of the company.

Stacie is a past board member of CACM serving a three year term. She earned the CCAM certification in 1997 from CACM. She was awarded the prestigious PCAM designation in 2000 from CAI. She also served a 6 year term on the Board of Directors for the Bay Area and Central California Chapter of CAI. At the end of her term, she served in the role of President of the Chapter. She currently volunteers as a member of the Legislative Support Committee supporting the efforts of CAI’s California Legislative Action Committee.

Stacie keeps busy outside of work with her family and a volunteer spirit. She teaches Sunday school at Walnut Creek Presbyterian Church and serves on their Children’s Ministries committee. She is also the Coordinator for the MOPS (Mothers of Preschoolers) program for the same church.

All Staff

Andrea Rodriguez CCAM
Operations Manager
AndreaR@condofinancial.com

Lynn Lopez
Financial Reporting Manager
LynnL@condofinancial.com

Katrina San Filippo CCAM
Financial Services Manager
KatrinaS@condofinancial.com

Theresa Hall
Senior Accounts Payable Specialist
TheresaH@condofinancial.com

Pam Ellert
Financial Reporting Specialist
PamE@condofinancial.com

Wendy Bartashevich
Accounts Payable Specialist
WendyB@condofinancial.com

Carol Vera
Escrow Specialist
Escrow@condofinancial.com

Heidi Celentano
Financial Reporting Manager
HeidiC@condofinancial.com

Cindy Mcguire
Accounts Payable Specialist
CindyM@condofinancial.com

Genesse Rogers
Accounts Receivable Specialist
GenesseR@condofinancial.com

Maggie Sanchez
Accounts Payable Specialist
MaggieS@condofinancial.com

Sylvia Carpenter
Customer Service Manager
CFMInfo@condofinancial.com

Maya Parada
Customer Service Specialist
CFMInfo@condofinancial.com

Ana Paula Nava
Escrow Assistant
Escrow2@condofinancial.com

Our Services.

Accounts Receivable
Delinquences & Collections
Accounts Payable
Financial Reports
Budget Preparation
General Ledger
Escrow Services

Resources.

Here are websites we recommend for important trade associations. CFM maintains memberships to CAI, CACM, and ECHO as well as the respective certifications offered by these organizations.

Community Associations Institute
Click here
California Association of Community Managers
Click here
Educational Community for Homeowners (Echo)
Click here

Condominium Financial Management.

We are the premier financial management provider to community associations in Northern California.

Request a Proposal
Access Owner’s & Board Portal