Buying Your Competitor
Philip will talk about how and why as a small business he bought his competition.
Bio: Philip Board
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.
Philip has grown 1 on 1 Financial from a one person boutique to a four advisor, five assistant full service practice. In his capacity as OSJ he also oversees five additional Centaurus advisors.
Philip also serves as President and CEO of Medi-cal Benefits where he and his team work with families to determine eligibility for Medi-cal benefits and create a solid plan to help families preserve assets, income streams, and independence when facing a need for long-term care.
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.
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[masked]/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.