R. Chris Packard has spent the last 17 years assisting the senior citizen community in the area of Medi-Cal qualification to help prevent the serious challenge of spousal impoverishment in the event of catastrophic illness.

Medi-Cal was designed to help prevent impoverishment and we can help you make the qualification process possible. Over your entire working lifetime you have paid taxes, taxes that are utilized for benefits such as provided for through Medi-Cal.

You've worked hard and done everything you could. Now, let us help you so that at this critical time of your life your needs can be met.

Chris began his career in the financial services industry in 1982 becoming licensed in insurance and registered in securities with First American National Securities Corporation. Within a short time he attained the position of regional vice president. Since then he has concentrated his efforts in the financial and estate planning arenas.

Chris spent 1 ½ years with one of the most prominent law offices in San Diego as their Medi-Cal specialist and marketing director. Prior to entering the investment industry, Chris purchased and successfully operated a profitable retail business in Utah in 1977. He has been the featured guest on radio talk shows and on the Fox Channel 6 “Weekend” program. Chris has presented seminars to many senior centers, hospitals, discharge planners, and support groups on the topic of Medi-Cal qualification.

Clients appreciate Chris’ personable and open manner, his honesty, and ability to get to the heart of their needs. They find Chris to be conscientious and thorough in exploring the options that may be open to them. He is skillful in making complex investment and Medi-Cal issues readily understandable.

Chris remains active with his alma mater, Brigham Young University, and has taught adult and youth courses for their continuing education programs. He is an Eagle Scout and contributes his time to the Boy Scouts of America. Chris has been married for 36 years and is the proud father of 10 children and 16 grandchildren.



R. Chris Packard and Daniel J. Packard are Investment Advisor Representatives with advisory services offered through Wealth Watch Advisors, LLC, a SEC registered investment adviser. All other services are offered through Packard Advisory Services. Wealth Watch Advisors, LLC and Packard Advisory Services are not affiliated. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any advisory or other services. Investing involves risk and is not guaranteed. No advice may be rendered unless a client service agreement is in place. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.