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.



8/20/15 -- CFAOC Annual Meeting; Dinner Event with Keynote Speaker, Shane Shepherd, Ph.D., Senior Vice President and Head of Macro Research, Research Affiliates, at The Pacific Club, Newport Beach

9/11/15 -- CFAOC Summer Social Angels' Baseball, Angel Stadium, Anaheim

9/23/15 -- Women in Finance, sponsored by Women in Pensions in Pensions Network (WiPN), Hoag Center of Chapman University, and PIMCO; 4:30-7:30 p.m. at PIMCO headquarters in Newport Beach

12/9/15 -- Charter Recognition and Holiday Dinner, featured speaker: Paul Smith​ 







 Special Thanks to our 2014/2015 Sponsors

Gold Sponsor:



Silver Sponsors:



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