Here at 1on1financial, we believe that our success is built on developing lasting, meaningful relationships based on trust, integrity and superior service. Everyone on our team uses their unique skill set to to provide you with the support you need to reach your financial goals. As such, we have added another member to our team who will help us carry out our mission of making you feel like family.
Tori Stancavage is joining 1on1financial as a customer service assistant, working directly with Mia, our Vice President of Operations, taking care of all areas of customer service, paperwork processing, and back office support.
Tori comes to us with an extensive background in the financial services field and appreciates the important work the firm does by helping families plan for the future. She brings incredible organizational skills and data management experience to fulfill her goal of offering the highest level of client service to each and every client she supports.
On A Personal Note
Outside of the office, Tori enjoys staying active, going camping, and taking family vacations. Born and raised in Garden Grove, CA, Tori now resides in Ontario and enjoys spending time with her husband, Joe, and their two beautiful children, Autumn and Paris.
We hope you get a chance to welcome Tori 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.
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.