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 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 600 members, an additional 300+ candidates sitting for exams, and the OC investment community
  • A valuable link between members, charterholders and investment professionals in 165+ countries and regions worldwide

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.​

 Featured Event

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 ‭(Hidden)‬ Non-Sponsored Financial Events of Interest

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

 ‭(Hidden)‬ Special Thanks to our 2017/2018 Sponsors

Gold Sponsors:




Silver Sponsors:

 

 

 

 Save the Dates

April 24, 2019

All Day Event

The Pacific Club

Wealth Management Symposium: Filling your Toolbox; Preparing your Firm for the Future

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