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Philip A. Board MSFS, CFS President & CEO Upland, CA

Philip A. Board MSFS, CFS 
President & CEO 
Upland, CA

Since the early days of his career as a financial advisor, Philip Board has been dedicated to providing exceptional service to his clients. He values the importance of personalized attention and has carried forward valuable lessons from his father. With a touch of humility and humor, he strives to deliver the best financial solutions to his clients. This commitment led him to establish 1on1 Financial, which started as a one-person boutique but has since evolved into a full-service practice with a team of professionals.

Philip's investment philosophy is characterized by a tactical and proactive approach. He remains fully committed to adapting strategies based on the ever-changing economic climate.

To support his expertise, Philip holds a Master of Science in Financial Services and has earned the Certified Fund Specialist designation from the Institute of Business and Finance (IBF) located in La Jolla, Ca. He has also obtained credentials in advanced estate planning and retirement income planning from the same institute. Philip is licensed in life insurance and health insurance and holds registrations including Series 7, 63, 65, and 24 with Centaurus Securities, Inc. His knowledge and skill have earned him the opportunity to train other financial advisors across the country on effectively incorporating technology into their practices to better serve their clients.

Beyond his professional life, Philip cherishes spending quality time with his wife Patricia and their two wonderful daughters, who were adopted from China. He embraces various hobbies such as road and mountain biking, snow skiing, and scuba diving. Moreover, he actively participates in his community and has served as a two-time President of the Upland Foothill Kiwanis, actively contributing to fundraising efforts for cancer research.