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2018 Advisor Summit: Continuing Education for 1 on 1 Financial

April 04, 2018
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Benjamin Franklin once said, “Without continual growth and progress, such words as improvement, achievement, and success have no meaning.” Here at 1 on 1 Financial, we agree and invest both time and money into our continual growth as advisors and as a business.

Our passion for professional development led us to attend the 2018 Advisor Summit in February. It was such a great experience that we wanted to share it with you as well. The main focus of the conference was to provide insights to advisors on how to simplify the modern challenges of the investment industry. The topics covered everything from market trends to new strategies for a changing industry to retirement plan solutions. We were also able to network with other financial professionals and grow our knowledge and understanding.

Philip, on the left, Isahi “Mia” Guerrero, center, checking out one of the conference sponsors

At 1 on 1 Financial, we are dedicated to providing the highest level of service possible to our clients. One of the ways we do this is by continuing our education and enhancing our expertise. We like to attend the best conferences in our industry to stay at the top of our game. No matter how many years we’ve been serving our clients, we never stop growing and learning. We hope that you benefit from our commitment to continuing our education and improving our expertise!

If you want to know more about the knowledge we gleaned or how we can help you with your financial situation, schedule a free 15-minute introductory phone call now!

About Philip

Philip A. Board MSFS, CFS, is a retirement planning specialist and the founder of 1on1financial, an independent comprehensive investment firm serving individuals and businesses near Upland, California. Through educational workshops and a non-sales environment, 1on1financial specializes in working with employees of Southern California Edison, UPS, Esri and Verizon.