Certified Financial Planner™
Melissa Wright has been helping clients build a better future with good financial life planning and insurance strategies since 2004. As her expertise grew, so did her firm belief that individuals and their families deserved a deeper approach to their wealth management to successfully align their financial decisions with what was truly important in their lives.
While her primary focus is on retirement analysis and wealth management strategy development, she also firmly believes that effective planners must develop in-depth plans by examining all aspects of a client’s financial affairs including assets, liabilities, insurance, investments and employee benefits. In addition to her deep knowledge of “mainstream” financial topics, her specialized skills also includes navigating MediCare, MedicAid, and Disability programs; an extensive knowledge of Social Security Benefit planning, and advanced applications of life insurance.
Along with holding the CFP® – Certified Financial Planner™ designation, Melissa earned her Finance degree from California State University Fullerton, with an emphasis in Personal Financial Planning. She also holds the 6 & 63 securities licenses.
In her free time, Melissa likes to go to hockey games; check out new restaurants with her husband Tim, a chef; and travel with Tim and their daughter, Muriel. Melissa particularly enjoys travel photography – whether it is an exotic locale or local scenery, she relishes framing the moment to share with friends and family.
Melissa Wright has been helping clients build a better future with good financial life planning and insurance strategies since 2004. As her expertise grew, so did her firm’s belief that individuals and their families deserved a deeper approach to their wealth management in order to successfully align their financial decisions with what was truly important in their lives.
While her primary focus is on retirement analysis and wealth management strategy development, she also firmly believes that effective planners must develop an in-depth strategy by examining all aspects of a client’s financial affairs including assets, liabilities, insurance, investments and employee benefits. In addition to her in-depth knowledge of “mainstream” financial topics, her specialized knowledge also includes navigating MediCare/MedicAid/Disability programs, an extensive knowledge of Social Security Benefit planning, and advanced applications of life insurance.
Vice President: Certified Financial Planner™
She earned her degree in Applied Mathematics and Computer Science from Moldavia State University, former USSR, and Accounting from Moscow State University. Kate holds the Series 7 and 66 securities licenses. In her off time, Kate pursues interests in world travel, ping pong, tennis, and the occasional round of poker.
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Qinyi provides necessary support to key portfolio management decisions such as tactical asset allocation, stock selection, and fund selection. On a daily basis, Qinyi is in charge of trading, research, fundamental and quantitative analysis.Qinyi graduated with a Bachelor’s degree in Finance with a minor in Mathematics from the Pennsylvania State University, and earned a Master’s degree in Financial Engineering from Claremont Graduate University. Qinyi is a CFA® charter holder.
Away from work Qinyi loves to paint and cook. She is a strict follower of rules when it comes to cooking. She always tries to be as accurate as possible about the amount salt, the timing of the next step, etc. She is also a wine lover despite her low tolerance.
Executive Producer: MarketWrap with Moe
Bobbi has over 15 years experience producing radio broadcasts, including “The Investors Club of the Air” and “The Business Day” for Money Radio 1600 am in Los Angeles, and the NHL’s “Mighty Ducks of Anaheim” radio network – flagship station 95.9 KEZY.
She holds a certificate of radio broadcasting from Fullerton College.
Away from the office, Bobbi spends most of her time with her husband watching movies, playing poker and going to karaoke clubs.
Outside the office Denise enjoys her love of sports and food along with quality family time.
Senior Operations Executive
Away from the office, Riga spends her time with her husband and daughter or enjoying a nice day of shopping.
Vice President: Operations
Away from the office, Eva spends her time with her husband, kids and dogs enjoying the beautiful California beaches and mountains. Eva also enjoys an occasional day of shopping.
Vice President: Human Resources & Finance
Dana enjoys raising her four children with her husband Jeremy. Her interests include showcasing her culinary skills for her family and friends, quilting, serving in her church and as a Cub Scout leader. She also has a passion for photography.
Vice President: Certified Financial Planner™
Fred also holds the series 7 and 66 securities licenses.
Fred has been in the financial services industry for over 30 years. He started his career in the banking sector as a financial analysis working in planning and budgets. From 1990 to 2000 he worked for Pacific Life Insurance in the Pension and Institutional Investments division, working in product design and later promoted to Regional Director of institutional sales.
Fred received his Bachelor of Arts from California State University at Fullerton, majoring in Finance.
Fred has been married to his lovely wife Glenda for over 20 years and has two wonderful children. Fred currently chairs the Community Outreach Committee of his local chapter of the Financial Planning Association, with its mission of improving financial literacy. He enjoys volleyball, biking, skiing and spending time with his very active family.
Vice President: Operations & Compliance
Outside of the office, Elmer loves to spend time with his beautiful wife and children. He is an obsessed Los Angeles Lakers fan. He can also spend hours talking about technology and all the new gizmos coming out.
Vice President: Wealth Management
When he is not working, you will find him taking in the outdoors on the golf course or hiking trail. John’s boyhood passion for baseball remains and he won’t pass up an opportunity to attend an Angel or Dodger game. His Midwest roots provide for enjoyable trips home to visit family and friends.
Vice President: Trading & Marketing
Imran graduated from Chapman University, Argyros School of Business and Economics with a B.S. in Business Administration..
When he’s away from the office, Imran enjoys the company of his two loyal dogs Lilly and Wiley. In addition, Imran loves to enjoy a nice round of golf, fly RC helicopters, and play Xbox or PC video games with people located all over the world.
Vice President: Relationship Manager
Glenn strives to bring his knowledge and quality service to clients. Glenn focuses on enhancing client’s life experience by providing a pro-active customized wealth management solution to meet their financial goals. Glenn believes that “Service and Experience equals Results”.
Away from the office Glenn enjoys spending time with his daughter. His activities include working out at the gym, golf, tennis, basketball, biking, ocean fishing, trips to the mountains, and weekends at the beach. Something you may not know about Glenn; He grew up racing snowmobiles, hunting, and fishing. He also played high school soccer, basketball, baseball, and continued on to play college soccer. He believes a positive attitude, honesty, and good “Karma” brings good results.
Regional Vice President: Relationship Manager
Ed is a seasoned advisor who focuses on enhancing client’s life experience by providing customized wealth management solutions to meet their goals. Ed works very closely with the Certified Financial Planning Department and the Investment Committee to help his clients receive customized financial solutions available for their needs.
Prior to joining Compak Asset Management in 2008, Ed began his career with PFS, a CitiGroup company, as a Representative with a focus on asset accumulation and appropriate asset allocation.
A native Californian, Ed was born in Oceanside and grew up enjoying the beach, ocean, sailing and scuba diving. Now living in Arizona, he still enjoys the many activities the desert has to offer like hiking, trail walking and biking. Ed’s #1 passion has always been motorcycles. Almost any weekend you’ll find Ed exploring Arizona’s back roads on his Harley Electra Glide.
Vice President: Senior Relationship Manager
John Graduated from Ithaca College in 1981 with a bachelor’s degree in Business Administration. He has spent his entire career in the financial services industry and as a result brings over 30 years of investment experience to Compak’s clients. Prior to joining Compak, John spent several years with New York Life and Smith Barney as a mutual fund wholesaler. John currently holds his series 7,63, and 65 securities licenses.
John is a designated CRPC® (Chartered Retirement Planning Counselor ℠).
In his spare time, John enjoys spending time with his wife Leslie and two sons Jake and Parker. His favorite hobbies include Golf and Fishing and anything else to do with the great outdoors.
Executive Vice President
Javaid holds a MBA from the UCLA Anderson School of Management and graduated with a B.S. degree in Business Administration from the Haas School of Business at the University of California, Berkeley. He has also studied at Cambridge University, the Swiss Finance Institute and the China European International Business School.
When he is not dissecting a company’s latest earnings report or monitoring global macroeconomic trends, he enjoys playing golf – a sport he has played since the age of 6. He continually works on his game with the goal of making it to the last round of the US Amateur tournament. He has also taken on the challenge of racing triathlons and in 2012 completed his first Olympic distance triathlon in Orange County, where he grew up. Javaid is married and father to his young son who loves airplanes
President & Chief Investment Officer
Moe Ansari began his broadcasting career in 1988. Since then he has developed into a seasoned radio personality by interpreting the news and providing expert financial analysis. His Market Wrap broadcast focuses on the day’s news from Wall Street and around the world.
In his downtime, Moe enjoys vacations with the family, golf, and fine dining. Moe’s ultimate enjoyment is his radio show, Market Wrap with Moe. On his show, Moe finds joy and fulfillment by sharing his financial and economic expertise with the nation and fielding questions to see what America truly thinks about markets and economy.
Senior Principal & Portfolio Manager
Prior to joining Compak, Feroz worked in banking and treasury management. He held positions at Banque Indosuez, Faysal Bank and Emirates Bank International. Feroz has over 22 years of experience in banking, treasury management, asset allocation and asset management. He started his career in 1993 as a Treasury Associate at Banque Indosuez and held the Position of Treasurer, Head of Treasury & Corporate Banking and Deputy General Manager at Emirates Bank.
Feroz enjoys playing golf with his two boys and he loves to read and stay informed. He likes to travel to different places to play golf with his boys. He has had one “hole in one” and his lowest score was 79, but that was 15 years ago! Now he is happy to break 90. Feroz has a passion for reading and learning. He belongs to a local book club that is mostly comprised of his close friends.
Feroz has also been selected to serve on the Client Advisory Council of Wealth Advisor Services at Fidelity Investment Institutional Service Company. He is also active in the local community. He serves on the Board of Advisors of University of California-Irvine’s Center for Investment and Wealth Management (CIWM). At CIWM he serves on numerous “Financial Literacy” sub-committees.