Feroz Ansari

Feroz Ansari is an adjunct professor at the University of California–Irvine (UCI), where he teaches his signature wealth management course to MBA, MS-finance, and JD/MBA students. He is a senior principal and portfolio manager at a registered investment advisory firm. Feroz chairs the Todd and Lisa Halbrook Center for Investment and Wealth Management, a UCI center of excellence that promotes financial literacy, reduces monetary instability for societal benefit, and prepares future financial industry leaders. For over thirty years, Feroz has guided thousands of clients and students toward meaning, purpose, and financial security. A CFP® professional with an MBA and an MIM from Arizona State University’s Thunderbird School of Global Management, his work centers on Total Wealth—the integration of Wisdom and Financial Wealth through the 3As framework: Awareness, Action, and Acceptance. Feroz founded the Investments Financial Planning & You (IFPY) summer program. Each summer, he volunteers for four weeks to teach IFPY, which has raised over $1 million for financial literacy and life-planning education for first-generation high school students in underserved communities nationwide.