Your Cash Flow Statement

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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

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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...

Your Cash Flow Statement

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