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A Team Approach to Your Financial Life

1 On 1 Financial stands out from our competition with our systematic team approach to your financial life. We have dedicated people in our office who use their unique skill set to improve the level of service we provide. On our team, each of us have roles, although we can operate in many positions. We are organized into departments that include:

    • Advisor Team
    • Service Team
    • Compliance Team 
    • Marketing Team
    • Specialists Team (Medi-Cal)

Meet Our Team