1on1financial
Financial Services - , California, United States
1on1financial Employees
1on1financial Senior Management
1on1financial Details
At 1 On 1 Financial, we specialize in guiding working and retired professionals, executive and busniess owners along the path to financial-well being. We help our clients accumulate wealth, generate income, preserve their life savings and strategically plan for the distribution of their estate. Philip Board founded 1 On 1 Financial in 1999 when he became an independent financial advisor. The firm has invested heavily in assembling a team of skilled professionals, along with high-quality technology, software, education and training to create systems and service that rival many much larger firms. With more than 50 years of experience in the financial service industry, we remain true to our fundamental belief: to provide personalized guidance, treatment, care and service.
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