1on1 Financial is pleased to announce the newest additions to our team! As an investment management firm, we are always striving to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience needed to take care of our clients and help them on their journey towards a fulfilling retirement. We believe that our new team members will help carry out our mission and leave you with even more peace of mind that your finances are in good hands!
Janis Lakkees, Medicare Specialist
Janis comes to us with over 12 years of experience in the insurance industry. Her knowledge and passion for helping others make her a perfect fit for 1on1 Financial. Janis is dedicated to helping seniors understand Medicare and to taking the often overwhelming and confusing options and making them clear. Janis is full of intention, integrity, and passion that comes from raising her special needs son, Robbie. In addition to Robbie, she has three daughters: Jasmine, 23, and identical 10-year-old twins, Megan and Madison. Janis loves living an active and healthy lifestyle and you can often find her enjoying the beach, running, hiking, cycling, being outdoors, and spending time with her children.
Rose Pedroza, Medi-Cal & Long-Term Care Specialist
Rose has spent more than 16 years helping families obtain government benefits and plan for long-term care for their loved ones. Rose brings a personal touch to this process, as she learned firsthand the care challenges facing the elderly while caring for her grandmother in the last years of her life.
Rose acquired her paralegal certificate from El Dorado Business College and spent five years working with attorneys who specialized in estate planning and worker’s compensation. Rose recently earned her Life, Health, and Disability Insurance Licenses and attends an annual social worker advocacy training provided by the California Advocates for Nursing Home Reform. Her knowledge in these areas will be a tremendous asset to our clients.
In her spare time, Rose enjoys swimming, boating, and watching movies with her family.
Alina Leon, Administrative Assistant
Alina is our capable and knowledgeable Administrative Assistant. She works with every team member of 1on1 and is involved in various aspects of the firm, from answering the phone to assisting with creating and processing paperwork for clients to creating presentations for the advisors. Alina has experience working with veterans and their families and walking them through the process of applying for benefits. This experience makes her an asset to working with our Medi-Cal & Long-Term Care Specialist, Rose Pedroza. Alina believes that one of the best ways to honor our veterans and non-veterans alike is to assist them in getting the help they need.
Alina has an Associate’s Degree in Mathematics and Chemistry and plans to continue her education to obtain her Bachelor’s Degree in Chemistry. Outside of the office, Alina enjoys an active lifestyle with her husband. Some of her favorite activities include horseback riding, rock climbing, cycling, camping, and snowboarding.
We hope you get a chance to welcome our new team members and benefit from their combined passion and knowledge! If you want to see what our firm can do to improve your finances so you can worry less and enjoy your life more, give us a call at 909-981-1720.
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.