Sign In

 2019 Wealth Management Symposium

Wealth Mgmt-Mailing Invite.png​On November 12, CFA Society of San Diego, in partnership with FPA San Diego, was excited to host its 3rd annual Wealth Management Symposium featuring JP Morgan's Katherine Roy, Chief Retirement Strategist and David Lebovitz, Chief Market Strategist. They discussed the markets, the economy, and retirement planning issues to prepare attendees for more meaningful client conversations. More than 75 attendees took advantage of this unique opportunity to gain practical insights, interact with colleagues from two distinguished associations, and make invaluable connections.

Thank you to FPA San Diego, J.P. Morgan Asset Management, our Happy Hour Sponsor, Sustak Reynolds & Partners, and our Underwriter, HoyleCohen, for their collaboration and support. 




Interested in getting involved and sponsoring an upcoming event?

lease contact our Executive Director for upcoming opportunities & sponsorship packages! 

 Special Thanks

CFA Society San Diego would like to provide a special thanks to our Happy Hour Sponsor, Shustak Reynolds & Partners, and our Underwriter, HoyleCohen. Without you, this event would not have been possible!  

Shustak Logo 3.5.jpg
Hoyle-Ruby-Logo 1.png