Javaid “J.” Ansari is an Executive Vice President at Compak Asset Management. As a member of Compak’s investment committee, Javaid collaborates with the investment management research team to execute pro-active investment decisions for the Compak portfolios. In addition to his portfolio management duties, he leads Compak’s wealth advisor team with creating customized, comprehensive financial solutions for Compak’s clients. Javaid is a CFP® (Certified Financial Planner™) certificant. Prior to Compak, Javaid held various positions within the financial industry. He worked as an Associate for PIMCO and as a Market Researcher for William O’Neil + Co (Publishers of the Investor Business Daily). He has been working for over 10 years in the financial services industry.

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.

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 7, 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.

Moeez Ansari is the President, Chief Investment Officer and Founder of Compak Asset Management. With over 40 years of investment experience, Moeez evaluates the markets using industry-leading technical and fundamental analysis. His tenure in the financial markets has given him the background and instinct required to understand the global marketplace and its intricate inter-linkages. As a leading financial expert, his advice is sought nationwide, by individuals and corporations. His professional experience includes options trading, portfolio optimization, futures trading, mutual fund selection modeling and financial risk management. He is a nationally sought speaker and has conducted numerous financial seminars since the 1980s.

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.

Kate Galkina is a Certified Financial Planner™(CFP®), Chartered Retirement Planning Counselor (CRPC®), Chartered Life Underwriter (CLU®), Certified Divorce Financial Analyst (CDFA®), and an IRS Enrolled Agent. She has an extensive knowledge in retirement planning, personal taxation, real estate investments, and insurance. Kate developed numerous financial models that helped our clients to better understand their financial situation and have more confidence in their future. Prior to joining Compak in 2006, she worked at MetLife Financial Planning division where she received training in advanced Wealth Management solutions. Kate completed the Personal Financial Planning program at the University of California, Irvine.

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.

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.

Bobbi Olson is Executive Producer of Compak Asset Management’s nationally syndicated financial radio broadcast, “Market Wrap with Moe Ansari.” She is responsible for maintaining relationships with all 16 station affiliates, scheduling guests, producing all commercials/promos for the broadcast and tracking listener response.

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.

Denise is a Operations Executive for Compak Asset Management, Newport Beach CA office. Among the many duties she has at Compak her first priority is assisting clients with paperwork and operational requests. Denise has been with Compak Asset Management since 2007.

Outside the office Denise enjoys her love of sports and food along with quality family time.

Riga Kakar is a Sr. Operations Executive for Compak Asset Management. She has been with Compak since 2004 and handles the processing of all insurance/annuity agreements with the carriers and the applications/state licenses for both the agency and broker dealer. She has been in the financial services industry for over 20 years. Riga has worked previously at 4 banks. Her previous position was a Regional Administrator for CalFed Financial and assisted with the merger/acquisition to CitiFinancial. Riga has her Series 6 and 63 and Insurance license and an Associate of Liberal Arts degree. She has completed courses at CSUF towards a B.S in Liberal Arts.

Away from the office, Riga spends her time with her husband and daughter or enjoying a nice day of shopping.

Eva Bowen joined Compak Asset Management in 2004 as an Operations Executive and is currently the Vice President of Operations. Prior to joining Compak, Eva worked for Capital Planning Group, LLC and PepsiCo.
Eva graduated from CSUF with a degree in Economics and a minor in Management Information Systems. She has also completed courses toward an M.A. in Economics with a concentration in Banking and Finance and holds Series 7 and 63 licenses.

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.

Dana joined Compak Asset Management in 1997 and is currently the Vice President of Human Resources & Finance. Over the last fifteen years she has worked in a variety of positions within Compak, gaining knowledge in Operations, Compliance and Accounting. She has been the firm’s liaison to the NFA, CFTC, SEC and FINRA. She is committed to complying with all regulatory agencies and to exceptional customer service. She has obtained her Life Insurance license. Dana graduated with a Bachelors of Arts degree in Psychology from California State University, Fullerton.

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.

Fred is one of Compak’s financial planners since 2007. He is a CFP® (Certified Financial Planner™) and a CRPC® (Chartered Retirement Planning Counselor ℠).

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.

Elmer has worked in the financial services industry for several years with extensive experience in compliance, trading, and general operations of investment firms. Prior to joining Compak Asset Management in 2004, Elmer worked for Merrill Lynch, Deutsche Bank, and ING Financial Services. Elmer is a General Securities Principal and a Municipal Securities Principal. He holds the Series 7, 24, 53 and 66 securities licenses. Elmer has earned an MBA. (Finance) and a BS in Business Administration from California State University, Long Beach.

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.

A CERTIFIED FINANCIAL PLANNER™ professional, Mr. Deardorff establishes client relationships and provides strategies for retirement and other financial goals. Before coming to Compak Asset Management, John was Vice President, Senior Investment Officer at Check Capital. He was also with Mercer Advisors in Newport Beach as a Regional Vice President. After receiving a Bachelor of Science in Accounting from Indiana University of Pennsylvania, Mr. Deardorff attained his Masters in Business Administration from California State University at San Bernardino.

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.

Imran Ansari is the Vice President of Trading for Compak Asset Management. Imran is the “jack-of-all-trades” for Compak and his duties include report and data generation, Office building construction and maintenance, website development, webcast production, trade operations, and allocation systems.

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.

Glenn Link is a Vice President and has been with Compak Asset Management since 2006. He brings over 30 years of experience in financial services in Wealth Management, Investment Banking, and Mortgage Banking. Glenn has had extensive training in N.Y. with Paine Webber and UBS. Glenn attended the State University of N.Y and holds the series: 7, 63, and 65 securities licenses.

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.

Edwin “Ed” Gaither brings over 25 years of financial services experience to his position with Compak Asset Management since. As a Regional Vice President, Ed is the lead liaison in the Scottsdale, Arizona office.

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.

John Baffa, Jr. is a Vice President with Compak Asset Management and has served as a Relationship Manager with the firm since 2000.

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.

Feroz Ansari is a Senior Principal and Portfolio Manager. He is a CFP® (Certified Financial Planner™) certificant. He holds an MIM (Masters of International Management) degree from ASU – Thunderbird, Graduate School of International Management, Arizona, and an MBA from the Institute of Business Administration, Karachi, Pakistan. He has completed risk management, trading, portfolio management, leadership and financial management programs at The Oxford University in England, INSEAD in France, Citibank Training Center-Singapore, Euromoney in New York and Emirates Bank Training Center in Dubai. Feroz Ansari published a research paper dealing with dual exchange rate mechanisms and has conducted training programs for treasury management and foreign exchange.

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.