CFA Society San Francisco has played a leading role in Bay Area financial life for over 90 years. Today, the Society's nearly 3,500 members work throughout the greater Bay Area in asset and wealth management, banking, corporate finance, academia, philanthropy, treasury, risk management, and other traditional investment sectors as well as the growing sectors: FinTech, data science, private equity, venture capital, and ESG investment.

CFA Society San Francisco is the 8th largest society among the more the 150 CFA Societies worldwide and one of the most diverse. 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.