Philip A. Board

LPL Financial Advisor

Phone: 909-981-1720 ext 200
Fax: 909-949-2917
E-mail:

Philip A.  Board MSFS, CFS, BCM, BCA, CAS, CIS, CETS

With almost two decades of experience in the financial planning and insurance industry, Philip heads 1 On 1 Financial as founder and CEO. Philips passion, enthusiasm, humor, and knowledge place him in high demand to provide investment and financial advisory services to individuals, families and businesses throughout the country.

His approach in unique in using a sell side discipline while specializing in investment management, retirement, estate planning and succession planning.

Philip earned his Master's of Science in Financial Services as well as a Certified fund specialist designation from the Institute of Business and Finance (IBF) located in La Jolla, Ca. He also has credentials in advanced estate planning as well as retirement income planning, both from IBF. Philip holds licenses in life insurance and health insurance along with Series 7, 63,65 and 24 registrations with LPL Financial.

During his career he has worked both in regional wire house, Diversified Securities, Inc. and for a brokerage firm owned by an insurance company, ING Financial Partners. This unique combination has inhanced his knowledge and application of investment and utilizing insurance into a financial plan to best serve his client's needs.

After 10 years of business he changed his affiliation to LPL Financial, the largest  independent brokerage firm in the United States*. LPL Financial allows him the freedom to invest his clients assets in non-proprietary products without any pressure from management as well as utilizing insurance where needed.

Over the years Philip has grown 1 on 1 Financial from a one person boutique to a five person full service practice.

Philip enjoys spending time with his lovely wife Patricia, and after many years of waiting, in December 2010 they adopted a 16 month old little girl “Emmashan” from Fuzhou, Fijian, China.  Besides enjoying the new addition to his family, Philip’s favorite pastimes include road cycling, snow skiing and scuba diving.  Philip is an active member of his community and served as President of the Upland Foothill Kiwanis.

This year, 1 On 1 Financial is a proud sponsor of the 2011 Tour De Foothills, a fund raising, 100 mile bike ride for the Upland Chamber of Commerce.