:: Compak Asset Management ::

Giving back through financial literacy.

The Compak Team recognizes the need for giving back and making a positive contribution to our society.  Compak has focused on Financial Literacy for the local youth.  Lack of financial awareness and opportunities cause million across the country to make financial decisions that are detrimental to creating a financially secure life.   

The Compak team has developed and implemented the following programs to help support financial literacy for the local youth:

Compak’s High School Internship - The firm has developed a 2 week “Wealth Management – Theory & Practice” internship.  Each year Compak hopes to selects 10 summer interns from high schools to participate in a rigorous and comprehensive program.

University of California – Irvine, Paul Merage School of Business, Center of Investment & Wealth Management (CIWM) - Board Membership: Compak's Feroz Ansari is a current and supporting board member of CIWM and our team participates in the financial literacy and life planning program called LIFEvest.  LIFEvest is a residential program that brings 60 high school students from underprivileged families to UC-Irvine for a life changing experience. Learn More

Compak Asset Management: Fidelity Investments 2015 “Be Greater” Award Winner -  Compak directed the $15,000 charitable donation from Fidelity Investment (FCCS) to LifeVest. For more information click here.

CIWM-“Investments, Financial Planning & You” - The Compak team led the creation and launch of a high school financial literacy program.  Learn More

UCI Veterans in Higher Education - Feroz Ansari delivered and intimate workshop for Veterans at the University of  California - Irvine.  The program was titled "Financial Literacy - Your Path To A Meaningful & Happy Life".

         

 













                                    Compak's 2016 High School Internship Participants

 

 

 

 

 

 

 

 

 

  

UCI Veteran's Workshop

 

 

 

 

 

 

LIFEvest