The Packard Financial Team : Packard Financial & Insurance Services

The Packard Financial Team

CHRIS PACKARD - Financial Advisor*

Packard Family 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Chris Packard was born and raised in Auburn, California.  He left his small town after high school to broaden his horizons and is a graduate of Columbia University in New York City.  Chris works with motivated individuals and business owners, helping them crystallize their objectives and make smart financial decisions.  His ability to explain financial concepts in simplified terms and to help navigate the ever-growing universe of financial solutions available is appreciated by his clients and seminar attendees.  He thoroughly enjoys developing solutions for clients and helping them to achieve their dreams.  In addition to doing investment work and financial planning, Chris works with various other advisors to develop comprehensive exit plans for closely-held businesses.

Chris volunteers a portion of his time to a financial educational corporation, delivering seminars and financial consultations in many of America's top companies.

Chris currently resides in Auburn, California with his wife, son and daughter.  He is actively involved in his community, doing much work through the Rotary Club of Auburn and Redemption Church of Auburn.  In his spare time, Chris enjoys spending time with family and friends, playing guitar, athletics, coaching, and traveling.

* Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser

 

Sarah Johnson - Associate Financial Advisor

Sarah Johnson

 

 

 

Sarah is a long-time resident of Auburn, CA.  After graduating from Placer High School, she attended CSU Sacramento where she received her BS in Finance and a minor in Economics.  She brings a wealth of financial industry experience, with over 13 years in both operations and client service.

Sarah and her husband currently reside in Auburn and have twin daughters.  In her spare time, she enjoys spending time with her family and friends, traveling and camping.


Additional Resources

Packard Financial utilizes the knowledge and expertise of a variety of specialists in tax planning*, business consulting, estate planning and other financial arenas to deliver a comprehensive solution for your needs.

*Neither Eagle Strategies, LLC or any of its Financial Advisors offers tax or legal advice.  Clients should consult with their own qualifed professional(s) to evaluate their individual circumstances.

Contact us for additional information or to schedule a meeting.  Thank you for your interest.