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Christopher P

Series 63, Series 65

Auburn, CA

Eagle Strategies (NY Life)

Christopher Packard is a financial advisor with Eagle Strategies (NY Life) in Auburn, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Eagle Strategies since 2007 and operates Packard Financial & Insurance Services, which brokers non-registered insurance products. Outside of his advisory work, he volunteers on the Streetscape History and Art Advisory Committee for the City of Auburn, coordinating tile nominations and placements in Central Square. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate framework.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Sarah J

Series 66

Auburn, CA

Eagle Strategies (NY Life)

Sarah Johnson is a financial advisor with Eagle Strategies (NY Life) in Auburn, CA, holding a Series 66 designation and 16 years of industry experience. She has been with Eagle Strategies since 2015 and concurrently affiliated with Packard Financial and NyLife Securities LLC since 2014. Outside of her advisory work, she co-owns a rental property with her husband. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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