One of the highlights of our year here at 1on1financial is our memorable holiday party. This is a time for our staff and spouses or significant others to socialize and connect outside of work hours. This year, we went all out, rented a party bus, and toured three beautiful wineries in the Temecula Valley wine country. It was the perfect way to spend a Saturday afternoon and a great kick off to the holiday season.
Here’s a sneak peek into our festivities!
We hope you are fully enjoying your own holiday traditions! We want to wish you a wonderful holiday season and look forward to working with you in the new year. If you are looking for a team of financial professionals you can lean on, I’d love to meet with you! Contact me 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.