1on1financial

1on1financial Employee Directory

Financial ServicesUnited States2-10 Employees

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.

Find 1on1financial employees' phone numbers or email addresses

1on1financial Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Asia
1

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  • Philippines
    1

South America
1

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  • Brazil
    1

1on1financial's Leadership

  • Stylized image of a person
    G. I.
    Vice-President
    Phone icon
  • Stylized image of a person
    E. R.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    C. B.
    Costura
    Phone icon

Contact profiles from 1on1financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. I.
    Vice-President
    Phone icon
    Apr 22, 2025
  • Stylized image of a person
    E. R.
    Administrative Assistant
    Phone icon
    PhilippinesManila
    Mar 08, 2024
  • Stylized image of a person
    C. B.
    Costura
    Phone icon
    BrazilSão Paulo
    Aug 13, 2025

Frequently Asked Questions

What is 1on1financial known for?

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1on1financial was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 818 N Mountain Ave Ste 200, Upland, CA 91786, US; you can contact the main corporate office by phone at . Explore 1on1financial's company overview page for more information.

What is 1on1financial's most common email format?

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1on1financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 1on1financial email formats with LeadIQ.

How many employees does 1on1financial have currently?

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1on1financial has approximately 8 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaSouth America.

Who are 1on1financial's key employees and leadership?

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As of October 2025, 1on1financial's key employees include:

  • Vice-President: G. I.
  • Administrative Assistant: E. R.
  • Costura: C. B.

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