Michelle L. Packer, CFP®
Senior Retirement Planner, Financial Adviser
Michelle is a financial adviser and the senior retirement planner at Telos Capital Management, Inc. She is a CERTIFIED FINANCIAL PLANNERTM professional, as well as an educator and trained speaker. Michelle works directly with Telos clients, helping them reach their financial goals, including determining savings targets for the future, income needs in retirement, and tax-optimized strategies for clients with tax considerations as a priority. She develops comprehensive retirement plans and assists other Telos Financial Advisers with retirement planning for their clients. She also helps guide the firm on best practices for retirement planning, including technology needs. Additionally, Michelle is part of Telos’ digital marketing team where she reaches out and educates new and current clients on a wide variety of finance related topics.
Prior to joining the Telos team, Michelle began her career in finance working for AXA Advisors in 2010, where she specialized in retirement and insurance planning as a financial consultant. She has a degree in family financial planning from the University of Georgia and continued her education by completing all the coursework required to take the Certified Financial Planner designation exam by taking post graduate classes also at the University of Georgia. Michelle received her CFP® (CERTIFIED FINANCIAL PLANNERTM) certification in November of 2014.
Michelle is married to a Retired US Navy Chief Petty Officer, and resides in the San Diego community. She enjoys traveling with her family, volunteering in her community, and coaching/playing sports.