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Desert Sunset CFA Society Tucson's mission is to serve our members and the Southern Arizona investing community by promoting ethics, education, and professional excellence.

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Our mission is to serve our members and the Southern Arizona investing community by promoting ethics, education, and professional excellence. As one of CFA Institute's 150+ member societies, our society connects members to a global network of investment professionals over 150,00 strong known for their expertise and integrity.​ Read more about our Society....​​ or SEE MEMBER LISTING


 

 Why Choose a CFA® Charterholder to Manage Your Wealth?

Think about it. You would never work with a doctor who did not have the proven intellectual capability to make an accurate diagnosis. Similarly, you would probably not work with someone who lacked the emotional intelligence to understand the thoughts and feelings which could affect you during your treatment. Why should managing your wealth be any different than managing your health?

Selecting a wealth adviser is not a decision to be taken lightly. Wealth is complex, all-encompassing and touches all facets of life—from family to career, hopes to fears, and goals to needs.
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why_hire_handshake.jpgWhy Hire?

Demand the best for your portfolio. Ask a CFA charterholder to manage it.

Read more (PDF)

women.jpgGender Diversity

How to close the gender gap within the finance industry.

Learn more (PDF)

collaboration.jpg The Value of Premium Wealth Management

Selecting a qualified wealth adviser is as important as choosing a qualified medical professional. Read the full report (PDF) ordownload the infographic (PDF)

Upload.jpgRealize Your Rights

When engaging the services of financial professionals and organizations, I have the right to… use the Realize Your Rights guide (PDF) tp clarify what you can expect​


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