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Our History
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Our History


CFA Society San Francisco (CFASF) has led the investment profession for the past 90 years by promoting the highest standards of ethics and professional excellence through education and fellowship – making it the bedrock of the Bay Area’s financial community. For the next 90 years and beyond, CFA Society San Francisco will continue to take the finance industry to new heights by possessing core qualities of longevity, stability, trust and innovation.

Dating back to March 1929, CFA Society San Francisco is the second oldest and seventh largest of the over 150 societies which constitute the global membership body of CFA Institute. While the global body of CFA charterholders measures up to higher financial standards, Bay Area charterholders are forging the world’s innovations in finance at the nexus of the technology capital of the world.

With a membership of nearly 3,500 investment professionals in the greater San Francisco Bay Area, CFA Society San Francisco provides constituents with leading edge educational events, corporate presentations, career development programs, and networking opportunities.

CFASF is a 501(c)6 non-profit corporation governed by an elected Board of Directors and run by a professional staff. Our members guide and inform all of our programs through their active volunteer participation on committees. While most of our members are CFA charterholders, membership is open to all in the financial services and investment professions and many of our events are open to non-members as well.

CFA Society San Francisco has hosted several dignitaries in the world of finance, including economist and former Secretary of State George P. Schultz; John C. Bogel, founder and retired CEO of The Vanguard Group; and Janet Yellen, first female chair of the Federal Reserve, among others. In addition to high-profile speakers, our members enjoy events and professional education opportunities that are specifically curated to foster both personal and professional growth. Career development offerings assist both job seekers and those looking to enhance or expand their skill set propel themselves forward. Annual events, such as our popular Investment Dinner and regional socials, offer members a chance to meet and mingle with others in their field—both in the Bay Area and beyond.

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E:

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.