Feroz Ansari, CFP®

Feroz Ansari has over 30 years of experience in leading organizations, working with clients and teaching graduate students. His experience includes wealth management, treasury management and asset management. He is also the chairperson of the Todd & Lisa Holbrook Center for Investment and Wealth Management, a center of excellence and research at the Paul Merage School of Business, UC-Irvine.

His unique focus on Total Wealth development and the integration of 3As (Awareness, Action and Acceptance) is at the core of his wealth management practice, research and teaching.

He holds a Master of International Management (MIM) from Arizona State University-Thunderbird, School of Global Management. Feroz has completed advanced programs at Oxford University (England), INSEAD (France), Citibank Training Center (Singapore) and Harvard Business School (Boston).

He is also the creator of the LIVE360 life satisfaction program for his firm's clients. Feroz also developed a summer financial literacy and life planning program called "Investment Financial Planning & You" (IFPY).

He enjoys travelling with his wife of 30 years and playing golf with his two sons. While his lowest score was 79, he now finds joy in simply breaking 90.

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