About Orange County Financial Society

Our Story

Early in 1972, members of the financial and investment community of Orange County, California joined together and created the Orange County Financial Society. The Society, which is limited in size to 100 Members, offers six luncheon meetings each year, including the famous holiday luncheon held in December. Meetings feature distinguished speakers from the local as well as national and international financial business community. In addition to promoting the interests of the Orange County financial community, meetings provide the opportunity for members to meet in an informal setting to discuss issues of mutual concern.

An elected Board of Governors manages the business affairs of the Society and approves applications for membership. There is room for a limited number of guests at most of the Society's meetings. Non-Members wishing to attend a meeting of the Orange County Financial Society, please email us.