1on1 Financial is pleased to announce the newest addition to our team! Andrea Kaufmann has joined 1on1 financial and has the role of Client Service Specialist. She will be working with Alina Leon, taking care of all areas of client service, paperwork processing, and back-office support.
Moving from Washington to Victorville in November, Andrea comes to us with more than 13 years of client service experience and has an extensive background in the financial industry. Prior to joining the 1on1 Financial team, Andrea was a Client Service Administrator at The Retirement Solution. Andrea looks forward to using her strong leadership, administrative, and decision-making skills to improve our processes, contribute to our team environment, and serve our clients better.
When she’s not at work, Andrea enjoys painting, watching movies, and gardening. You can often find her spending time outdoors with her husband, Sam, and her two dogs, Penny and Chanel.
We hope you get a chance to welcome Andrea to our team and benefit from her experience and passion! 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 or simply click here to schedule a free 15-minute introductory phone call!
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 1990, 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.