The Bedrock of the Bay Area's Financial Community

CFA Society San Francisco has been the premier association for finance and investment professionals in Northern California since 1929. With more than 3,200 members across wealth management, institutional investing, fintech, and beyond, we serve as a hub for connection, education, and ethical leadership. As the second-oldest and one of the largest CFA Societies in the world, we are proud to foster a dynamic community that reflects the innovation and influence of our region.

We support the evolving needs of the finance and investment industry by offering high-impact programming, professional development resources, and access to thought leadership at the intersection of markets and technology. From hosting expert panels and flagship events to mentoring emerging talent and engaging with academic institutions, we equip our members—and the broader financial community—with the tools, insights, and relationships needed to lead with integrity and stay ahead in a rapidly changing environment.