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.


3/17/15 -- Luncheon Event:  Jeremy Siegel, Professor of Finance, Wharton; Newport Beach







 Special Thanks to our 2014/2015 Sponsors

Gold Sponsor:



Silver Sponsors:



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