Melissa Wright Email & Phone Number

Senior Financial Planner @ Compak Asset Management

5 free lookup(s) per month.

Melissa Wright Location

Lake Forest, CA, US

Melissa Wright Work

2021 - now Senior Financial Planner @ Compak Asset Management
2021 - now Vice President at Compak Asset Management @ Compak Asset Management
2017 - 2021 Sr. Wealth Advisor @ Align Wealth Advisors

2008 - 2017 Certified Financial Planner @ Compak Asset Management

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Melissa Wright Education

California State University-Fullerton
Bachelor of Business Administration (BBA) (Finance, Personal Financial Planning)
Highlands Ranch High School
High School Diploma (General)

Melissa Wright Skills

Investments
Retirement
Insurance

Finance
Retirement Income Planning
Social Security Planning
College Education Planning
Real Estate
Investment Properties
Employee Benefits

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Melissa Wright Summary

Melissa Wright, based in Lake Forest, CA, US, is currently a Senior Financial Planner at Compak Asset Management. Melissa Wright brings experience from previous roles at Compak Asset Management and Align Wealth Advisors. Melissa Wright holds a Bachelor of Business Administration (BBA) in Finance, Personal Financial Planning @ California State University-Fullerton. With a robust skill set that includes Investments, Retirement, Insurance, Finance, Retirement Income Planning and more. Melissa Wright has 2 emails on RocketReach.

Melissa Wright Emails

Found 2 emails

Melissa Wright Phone Numbers

Found 6 phone numbers

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Top Compak Asset Management Employees

Moeez Ansari

President and Chief Investment Officer at Compak Asset Management

California, United States
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- compak.com
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Javaid Ansari

Executive Vice President at Compak Asset Management

Los Angeles, CA, US
1
- gmail.com
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Fred Jin

Certified Financial Planner at Compak Asset Management

Newport Beach, CA, US
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Imran Ansari

Vice President of Trading and Marketing at Compak Asset Management

Newport Beach, CA, US
2
- mail.chapman.edu
- compak.com
1
- 949439XXXX
Feroz Ansari

Senior Principal and Portfolio Manager at Compak Asset Management

Newport Beach, CA, US
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Qinyi Du

Senior Investment Analyst at Compak Asset Management

Newport Beach, CA, US
1
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Melissa Wright

Senior Financial Planner at Compak Asset Management

Lake Forest, CA, US
2
- compak.com
- sq2.com
5+
- 949460XXXX
- 949637XXXX
- 949300XXXX
- 714240XXXX
- 949240XXXX
- 949442XXXX

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