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CFA Society of San Diego

CFA Society of San Diego, Inc.

The CFA Society of San Diego (CFASSD) is a voluntary, non-profit organization serving the financial community of San Diego. CFASSD was founded in 1962 and has approximately 400 members.

CFA Society of San Diego promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.

CFA Society of San Diego Members

CFA Society of San Diego members can use the following links to update personal contact information. We try to keep tabs on everyone, but with 400 members, and over 1,100 who receive our meeting notices, we sometimes have trouble keeping up with job changes and other events.

Update your personal contact information with CFA Institute.

Update your personal contact information with CFASSD, including the email address we use for meeting notices.

Check for details on upcoming events.

Check Job Listings in San Diego for finance and investment professionals.

Learn more about Student Membership in the CFASSD.

A Very Special Thank You

The CFA Society of San Diego would like to thank the Sponsors who have helped make our Events possible. Please visit the Industry Links page for more information.

FACTSET Schwab Institutional

Standard & Poor's Advent

2009 Annual Forecast Dinner

2009 Marks our third annual Forecast Dinner, featuring thoughtful discussions about current economic conditions, investment strategies and the practice of forecasting itself. Each event has been a standing room only affair featuring evocative presentations, networking receptions and great food. To learn more about this year's event, please see our event Brochure. To see what our speakers had to say, please click on the links below.

Liz Ann Sonders

Donald H. Straszheim

To learn how your firm could help support the CFA Society of San Diego, and reach a targeted audience of investment professionals, please see our Sponsor Brochure.

Upcoming Events

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Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

Contact Us

PO BOX 928456
San Diego, California 92192-8456
(T) 619-684-6228
(F) 619-684-6228
E-mail Us