In March 1929, twenty financial "statisticians" in San Francisco organized a professional society for the purposes of friendship among colleagues and to share information about companies. CFA Society of San Francisco (CFASF) is today's descendant society and currently has over 2,800 members.

Our membership includes investment professionals employed by Bay Area banks, insurance companies, investment counselors, brokers, public agencies, universities and corporations. The job functions represented by membership are diverse ranging from equity, fixed income and alternative investment analysts to portfolio managers, investment counselors, sales and marketing professionals and partners, principals and CEOs of their firms.In 1949, the Society joined the newly formed Financial Analysts Federation, an umbrella organization of North American and international societies. CFASF is the second oldest and seventh largest society of the 135 societies which now constitute the CFA Institute (formerly AIMR ®), the successor organization to the Financial Analysts Federation and the Institute of Chartered Financial Analysts.