With over two decades of experience in the financial planning and insurance industry, Philip heads 1 On 1 Financial as founder and CEO. Philips passion, enthusiasm, humor, and knowledge place him in high demand to provide investment and financial advisory services to individuals, families and businesses throughout the country.
His approach is unique in using a sell side discipline while specializing in investment management, retirement, estate planning and succession planning.
Philip earned his Master's of Science in Financial Services as well as a Certified fund specialist designation from the Institute of Business and Finance (IBF) located in La Jolla, Ca. He also has credentials in advanced estate planning as well as retirement income planning, both from IBF. Philip holds licenses in life insurance and health insurance along with Series 7, 63, 65 and 24 registrations with Centaurus Securities, Inc
During his career he has worked both in regional wire house, Diversified Securities, Inc. and for a brokerage firm owned by an insurance company, ING Financial Partners. Then a nine year affiliation with LPL Financial, an independent broker/dealer and now is with another independent broker/Dealer, Centaurus Securities. This unique combination has enhanced his knowledge and application of investment and utilizing insurance into a financial plan to best serve his client's needs.
Over the years Philip has grown 1 on 1 Financial from a one person boutique to a seven person full service practice.
Philip enjoys spending time with his lovely wife Patricia, and after many years of waiting, in December 2010 they adopted a 16 month old little girl “Emma Shan” from Fuzhou, Fijian, China and in July 2015 3-1/2 year old "Lily Shu" was adopted from Nanning, Guangxi, China. Philip’s favorite pastimes include road and mountain biking, snow skiing and scuba diving. Philip is an active member of his community and served as two time President of the Upland Foothill Kiwanis.
Mr. Philip Board has studied and passed the Series 7 Exam, this allows him to trade stocks bonds and mutual funds. He also has passed the Series 66 which allows him to be an Investment Advisor Representative under Centaurus Securities Registered Investment Advisor. Philip has also passed the grueling Series 24 Exam, this allows him to be a branch manager and oversee other planners, stock brokers and mutual funds traders. In addition to the above exams he has obtained the following designations from the Institute of Business and Finance located in La Jolla, California an accredited institution.
MSFS: Masters In Financial Services
CFS: Certified Funds Specialist