Feroz Ansari, CFP®

Feroz Ansari is an adjunct professor at UC Irvine and chair of the Todd and Lisa Halbrook Center for Investment and Wealth Management, a center of excellence at the Paul Merage School of Business dedicated to financial literacy. He is also a senior principal and portfolio manager at Compak Asset Management, a registered investment adviser, where he has guided clients through multiple market cycles.

For more than three decades, he has helped clients and students build Total Wealth by integrating meaning, purpose and financial security through his LIVING360 framework.

A CFP® professional and educator, he explores the intersection of wisdom, money and human flourishing. He also founded the Investments, Financial Planning & You (IFPY) summer program, which has raised over $1 million for financial literacy and life-planning education for first-generation students in underserved communities nationwide.

You can learn more about "Total Wealth" development in his book, The Wisdom and Wealth Solution, or at www.wisdomandwealthsolution.com.

Phone: 949-679-2500 | Email: fansari@compak.com | Website: www.compak.com

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