Upcoming Events

25th Annual Summer Baseball Social

Join us for networking, food and drinks behind the waterfall in centerfield at 5 PM. After the reception, we all sit together to watch the game. Please bring friends and colleagues to this family-friendly event that is an annual tradition in the CFAOC! Register Today

Future Proof Festival

Your Pass to the world's largest wealth festival Future Proof is a premier wealth management event bringing together financial advisors, private investors, asset managers, fintech companies, and more. The event features informative sessions, networking opportunities, and cutting-edge industry insights. Join us in Huntington Beach, CA, from September 14-17, and be a part of the wealth management ecosystem’s evolution. September 14-17, 2026 Huntington Beach, CA Learn More and Register Here

Invest in Yourself Networking Series - September Happy Hour

Come join us for another opportunity to network with other financial services professionals both members and non-members! Enjoy drinks and appetizers as you meet-and-greet with new associates. Location:  VEA Newport Beach, A Marriott Resort & Spa, 900 Newport Center Dr, Newport Beach, CA 92660 Register Here

CFAOC Charterholder Dinner and Holiday Party

Join us for our annual CFAOC Charterholder Dinner and Holiday Party! Registration for this event will open soon.