About Us
Our Story
Building Connections and Advancing Financial Excellence in Orange County
In 1972, a group of financial and investment professionals in Orange County, California, came together to establish the Orange County Financial Society (OCFS). With membership capped at 100, the Society provides an exclusive platform for networking, collaboration, and professional development.
OCFS hosts six luncheon meetings annually, including the highly anticipated holiday luncheon in December. These events feature distinguished speakers from local, national, and international financial sectors, offering insights into critical industry trends. Beyond advancing the interests of Orange County's financial community, these gatherings create a welcoming environment for members to connect and discuss shared concerns.
The Society is governed by an elected Board of Governors, which oversees its operations and reviews membership applications. Guests are welcome to attend select meetings, subject to availability. If you're interested in joining one of our events, please email us for more information.
The Heart Of Our Foundation
Our Mission
To provide a platform for business leaders to discuss financial issues, promoting mutual cooperation and education on timely financial matters to support the economic development of Orange County.
Our Vision
To be the leading forum in Orange County for financial professionals to collaborate, share knowledge, and contribute to the region's financial growth and development.
Our Goals
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Facilitate discussions on current financial issues.
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Promote mutual cooperation among financial, business, and investment communities.
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Support the financial development of Orange County through education and networking.