The Compak Asset Management, a Newport Beach Firm, Has Been Selected by Barron’s as one of the Top 100 Independent Financial Advisors in America

A Unique Focus For Enhancing Our Clients’ Life Experiences!!

CA (Sharewellnewswire.com) September 6, 2012 - Compak Asset Management, a unique wealth management firm located in Newport Beach, CA, has been selected by Barron’s as one of the Top 100 Independent Financial Advisors in America. Compak’s corporate headquarter is located in Newport Beach and two branch offices are in Scottsdale and San Jose.

Compak has a Unique Strategy to Enhance Clients’ Life Experiences:

• Compak was founded by Moe Ansari in 1999 with a philosophy that proactive wealth management can help investors navigate the volatile world of finance. 

• Compak believes that a financial strategy has to be financially feasible as well as emotionally viable.

• Compak’s portfolio management team is passionate about delivering attractive returns with a keen focus on risk. 

• The firm’s CERTIFIED FINANCIAL PLANNERS™ are dedicated to fully understanding their clients’ life goals and creating long-term comprehensive financial strategies.

• Compak’s Relationship Managers act as financial quarterbacks with the goal of developing life-long relationships with their clients and helping them make the best possible financial decisions for their personal situations.

• Compak has developed a unique program called LIVE360. This solution is based on scientific research of Dr. Lyubomirsky, a world renowned researcher on happiness and Professor at University of California, Riverside.

• LIVE360 provides clients a structured solution for enhancing their overall satisfaction with life. According to research on happiness, about 50% of our happiness is based on individual genetics; this is called the “happiness set point.”

Another 10% of happiness is based “life circumstances” such as how much money we have, whether we are single or married, our academic level, the car we drive, or the size of our house, etc. But besides our genes and circumstances, what constitutes the other 40%? It is “behavior and attitude.” This 40% is within the control of each individual. Research has shown that if a person understands the science of happiness and takes positive steps towards increasing their happiness, their overall satisfaction with life can be significantly enhanced.

Compak Asset Management

Barron’s 2012 Top 100 Independent Financial Advisors

Contact Info:
Moe Ansari
949-679-2500
mansari@compak.com
ttp://hwww.compak.com
1801 Dove Street
Newport Beach, CA 92660

Source: http://www.sharewellnewswire.com/the-compak-asset-management-a-newport-beach-firm-has-been-selected-by-barrons-as-one-of-the-top-100-independent-financial-advisors-in-america-2697.htm/#ixzz25h7vrngg

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