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CFAOC Foundation Host-A-Student:  Benefit Financial Services Group

Event Description

​CFA Society Orange County Foundation


BFSG Logo (2).jpg

The Host-a-Student program is proud to announce a collaboration with:
Benefit Financial Services Group
Friday, April 13, 2018 | 1 pm – 3 pm
2040 Main Street, Suite 150, Irvine, CA 926140
The Firm:

Benefit Financial Services Group (“BFSG”) is a multi-faceted Registered Investment Advisor serving both institutional and individual clients through its two divisions – BFS Institutional Services and BFS Wealth Management. We are a wholly-owned, indirect subsidiary of Focus Financial Partners (“Focus”). Focus is a leading partnership of independent, fiduciary registered investment advisory firms, providing superior access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit, and investment consulting services.

Main Speaker:

Christopher Rowey, AIFA®
Principal & Senior Retirement Plan Consultant

Christopher joined Benefit Financial Services Group in 2007. His responsibilities include serving as primary Investment Consultant to a number of corporate, public and higher education retirement plan clients. His extensive industry experience dates back to 1987. Prior to joining BFSG, Chris worked for the Capital Group/American Funds where he held a wide range of roles within the corporate retirement and institutional investment market, including developing Capital Group’s first full service 401(k) product offering.


If you are currently an undergraduate, graduate or CFA student in the Orange County/Los Angeles area and would like to learn more about the investment profession and capital markets from the top experts in the industry, register for this great event today. Please hurry to the CFA Society Orange County website, or click here to register, as attendees will be admitted on a first come first served basis! 

If you have any questions about the event or Host-a-Student, feel free to e-mail Charles Worden and Finbar O’Brien at If you register for this event and are unable to attend the event, please inform us as there may be other students who wish to attend. Professional attire (business casual) is highly encouraged. 

Event Type


Education Topic


Start Time

4/13/2018 1:00 PM

End Time

4/13/2018 3:00 PM





Event Country


Event Region


Location Info

​Benefit Financial Services Group
2040 Main Street, Ste. 150
Irvine, CA 92614


Christopher Rowey, AIFA® Principal & Senior Retirement Plan Consultant

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



All Day Event





Content Type: MyCFA Calendar
Created at 3/6/2018 11:40 AM by
Last modified at 3/6/2018 11:40 AM by