CFA Society Orange County

A Member of the CFA Institute Global Network of Societies

​​​​​​​​​​​​​​​​​​​​​​​Setting the Highest Standard for the Orange County Investment Community


 Welcome to CFA Society Orange County

The premier association for financial analysts and investment professionals.
  • Founded in 1983 as a local not-for-profit organization
  • Serving over 500 members, an additional 330 candidates sitting for exams, and the OC investment community
  • A valuable link between members, charterholders and investment professionals in 58 different countries and 137 connected local societies around the world

The Society's mission is to provide a forum for investment professionals to build strong and valuable networks, expand industry knowledge, and promote the highest standards of ethical and professional conduct.

Our events and programs are open to all investment professionals as well as interested graduate and undergraduate students; you do not have to be a CFA charterholder to participate.​

 Save the Dates

2/15/18 -- Speaker Luncheon:  Kevin Carter, Big Tree Capital.

3/10/18 -- 6/2/18  Level 1 and Level 2 Live Review Classes, UC Irvine.​

4/5/18 -- "Applied Behavioral Science" Presentation and Reception:  Raife Giovinazzo, CFA, PhD, Board Member, Partner & Portfolio Manager, ​Fuller & Thaler Behavioral ​Small-Cap Equity Fund, at The Pacific Club, Newport Beach.​​

6/9/18 -- CFA Mock Exam, UC Irvine

6/19/18 -- CFAOC Midyear Economic Forum, PIMCO, Newport Beach.



 Non-Sponsored Financial Events of Interest

 ​3/28-29/18  -- ​CFA Institute Wealth Management Conference, J.W, Marriott (L.A. Live, downtown), Los Angeles.

 Special Thanks to our 2016/2017 Sponsors

Gold Sponsors:






Silver Sponsors:




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