Escondido, CA Office

Ronald Packard is a financial advisor with Wealth Watch Advisors, INC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC, and Capital Asset Advisory Service. Outside of his advisory work, he is a partner at Packard Senior Services, where he assists with Medi-Cal applications. Wealth Watch Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutions, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach implemented through approved third-party sub-advisors and SAM programs, with portfolios often featuring mutual funds, ETFs, and select option strategies.

Daniel Packard is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Wealth Watch Advisors, INC and has previously worked at Consolidated Portfolio Review Corp and CG Advisory Services. Outside of his advisory role, he is a partner at Packard Senior Services, where he assists with Medi-Cal applications. Wealth Watch Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily implemented through approved sub-advisors and SAM programs.