1on1financial
Financial Services • 
Upland, California, United States • 1-10 Employees
Company overview
| Headquarters | 818 N Mountain Ave Ste 200, Upland, CA 91786, US |
| Phone number | +19099811720 |
| Websites | |
| NAICS | 52 |
| SIC | 631 |
| Keywords | 401K, Advisor, Investment, IRA, Securities, Benefits, Insurance, Wealth, Retirement, Financial, Upland, Estate, Money Manager, Planner, Inland Empire, Small Busniess |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contact at 1on1financial
Philip Board
Ceo
1on1financial Email Formats
1on1financial uses 2 email formats. The most common is {first name} (e.g., john@1on1financial.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@1on1financial.com | 62.5% |
{first initial} | j@1on1financial.com | 37.5% |
About 1on1financial
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.
1on1financial revenue & valuation
| Annual revenue | $12,900,000 |
| Revenue per employee | $1,603,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $41,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
1on1financial has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
1on1financial has never raised funding before.
1on1financial Tech Stack
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Miscellaneous
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