Our History
The CFA Society of Orange County (CFAOC) was established in 1983 by several practitioners working and living in Orange County. Most of the original members were affiliated with professional investment organizations in the greater Los Angeles area but were seeking a forum for investment ideas a little closer to home. In 1997 CFAOC was admitted to CFA Institute as an "Associated Group" with the Los Angeles Society of Financial Analysts (LASFA), which in turn, is a charter member society of CFA Institute. In 2000 CFAOC received its independence from LASFA and became a full society of CFA Institute. Establishment of the group heralds the presence and growing importance of a financial and investment community in the Orange County area.