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CFA Society San Diego's vision is to be the trusted resource and voice of the San Diego investment community.


The mission of CFA Society San Diego is to serve the needs of professionals in the investment decision-making process by providing a 
forum for the exchange of information and ideas among its members, by enhancing members’ investment knowledge, and by encouraging high ethical standards and professional conduct among all participants in the investment industry.

 Membership Profile

CFA Society San Diego currently has 560 members, including Regular, Affiliate, Retired, Candidate, and Student members.

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 Society Bylaws

To view our Society Bylaws - click here!

 Become a Member

To earn the Chartered Financial Analyst charter, you must first apply to become a member of both CFA Institute and a CFA Institute Member Society.

 Become a Volunteer

Our San Diego investment community thrives through the commitment of our valued volunteers. 

Interested in giving back? 
We have a wide variety of opportunities with varying levels of time commitment throughout the year.

 Contact Us

P: 619-684-6228

E-mail Us​​