Emerging Market Opportunities

What are your options for investing in emerging markets?

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Should You Keep That Whole Life Policy?

September 18, 2019

When you did your due diligence and bought a life insurance policy, you had a whole slew of options to choose from. Not only did you need to educate yourself on the differences between term, convertible term, and whole life insurance,...

Medicare Open Enrollment Starts Soon; Here’s What You Need To Know

September 07, 2019

No matter where you are in the retirement planning process, you’ve probably heard of Medicare, a federal insurance program designed for people older than 65. What you might not know is that with Medicare, there are many options...

Are You Prepared For Medicare Open Enrollment?

September 06, 2019

If you are approaching the age of 65 or already an eligible beneficiary, open enrollment for 2020 Medicare health benefits starts soon. For new enrollees over 65 or turning 65 and don’t have medicare, you can sign up from October...

Contact

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

info@1on1financial.com

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...

Emerging Market Opportunities

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