A quarter of a century ago, our CEO, Phillip Board, founded 1on1 Financial with a commitment to serving clients with the utmost care and personalized attention. Combining his extensive education, work experience, and lessons learned from his father, he has always been focused on delivering with humility and humor. Over the last 25 years, 1on1 Financial has grown from a one-person boutique to a full-service practice with a team of professionals, proving the power of our client-centered approach to financial services.
We work with a vast array of clients with diverse backgrounds and unique stories, and it’s been so rewarding knowing the impact our services have made. We have seen firsthand how valuable it can be to get help accumulating wealth, generating income, preserving your life savings, and strategically planning for the distribution of your estate. As a client, you benefit from our commitment to serving you as we would serve our own family. Our success is built upon developing lasting, meaningful relationships based on trust, integrity, and superior service.Our clients always walk away feeling more confident about their financial well-being, but more importantly, they feel heard and understood.
Without our dedicated team of professionals, we wouldn’t have the privilege of working with all our wonderful clients. We pride ourselves on using a systematic team approach to our clients’ financial life. Each member of our team brings a unique skill set that allows us to improve the level of service we provide. On July 5, 2022, we got to celebrate 25 years of making an impact on our clients’ lives with the team that made it all possible.
We feel honored and blessed to have been trusted by our community for so long, and as we look to the future, we hope to continue our mission. If you want to experience the personalized approach that has allowed our financial advisory firm to flourish for over two and a half decades, call our office today at 909-981-1720 or simply click here to schedule a free 15-minute introductory phone call. We hope the next milestones we celebrate are your milestones!
About 1on1 Financial
1on1 Financial is an independent financial advisory firm specializing in guiding working and retired professionals, executives, and business owners along the path to financial well-being. Founded in 1997, we use a team approach to help our clients accumulate wealth, generate income, preserve their life savings, and strategically plan for the distribution of their estate. With more than 50 years of combined experience in the financial services industry, we remain true to our fundamental mission: to provide personalized guidance, treatment, care, and service so our clients can gain control of their future and feel confident in their financial life.