Philip  A. Board

Philip A. Board

Financial Planner

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 FSC Securities, Inc

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. Then a nine year affiliation with LPL Financial, an independent broker/dealer and now is with another independent broker/Dealer, FSC securities. This unique combination has enhanced his knowledge and application of investment and utilizing insurance into a financial plan to best serve his client's needs.

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.