Sign up to meet with Moe Ansari one-on-one at our San Jose location and discuss your current financial status and objectives.

Moe will discuss a customized wealth management solution with you based on your objectives.

These 1 hour, personal appointments, are intended for investors that are interested in becoming clients of Compak Asset Management.

Once you are registered, we will reach out to find a time that works for you!

If you would like more information on Compak Asset Management please view our investment strategy and team at Compak.com, call in at 1-800-388-9700, or attend the Compak Market Seminar typically held the day before appointment dates