Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Share |

Get Financial News & Updates Delivered to Your Inbox

Have A Question About This Topic?

Latest Blog Post

Do You Know Someone Who Needs Our Help?

April 18, 2019

Hitting both record highs and record lows, it’s no secret the markets have been a bit chaotic lately. Nonetheless, whether the markets become steady or increasingly erratic, it’s imperative we remember two key facts. First,...

Retirement Reform in 2019

April 14, 2019

Two years ago, the current government built their own mark on the United States with what some call the most necessary and important tax reform. The retirement reform that they are planning might be the long shot of 2019 since there...

Taxes & Your Retirement Years

April 07, 2019

Taxes are on the minds of many as we just passed the 2019 tax deadline. Unfortunately, many retirees every year fail to properly account for taxes when deciding things such as budgets, withdrawal rates, and whether or not they have the...

Contact

Office:	909-981-1720
Fax:	909-949-2917

[email protected]

Experience Matters

1 On 1 Financial was established in 1997 by Philip Board with the philosophy of working one on one with each client to plan for their future.

We have since expanded from investment management of individuals to employee benefits. We are well equipped to handle all of your financial needs from a basic IRA account to company 401(k) plans and simple Term Life insurance to complicated buy-sell agreements and second to die life insurance.

Mr. Board has obtained a Masters in Financial Se... Learn More

Featured Team Member

Philip A. Board MSFS, CFS

With over two decades of experience in the financial planning and insurance industry, Philip heads 1 On 1 Financial as founder and CEO.

Leslie Coulson

As Relationship Manager, Leslie is responsible for marketing and client acquisition. This is done by organizing client events, financial workshops and working with our client’s to obtain referrals and new business.

David Espinosa

With over 10 years in the financial industry, David's areas of emphasis include comprehensive financial planning, custom portfolio management, and strategies for retirement planning.

Isahi "Mia" Guerrero

As VP of Operations , Isahi is responsible for handling the company's daily operations.

Rachel Shaw

Rachel comes to us with an extensive customer service and call center background; In addition to handling the telephone, she takes care of all outgoing correspondence and assists the VP of Operations with client service, back office...

Joel Harworth

Joel joined 1on1financial in April 2016. He comes with over 16 years of experience in the Financial Services field. Joel’s previous experience was in credit unions where he provided financial advice as well as providing exceptional...

Ernest J. Reyes

Ernest J. Reyes has accumulated over thirty years of industry experience in financial management and investment advisory. Ernest started his career in the financial industry in 1987 holding positions with such companies as Deloitte...

Alina Leon

Alina is our capable and knowledgeable Administrative Assistant. She works with every team member of 1on1 and is involved in various aspects of the firm, from answering the phone to assisting with creating and processing paperwork for...

Janis Lakkees

Janis comes to us with over 12 years of experience in the insurance industry. Her knowledge and passion for helping others make her a perfect fit for 1on1 Financial. Janis is dedicated to helping seniors understand Medicare and to...

Bridging the Confidence Gap

Related Content

Events on Wall Street

You Would Rather Be...

5 Smart Investing Principles