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ABOUT US

1on1 Eldercare

We Introduce To You 1on1 Eldercare

Our team of experienced attorneys and financial professionals are dedicated to helping you plan for the future. We saw the need for comprehensive trust and will services that prioritize compassion, expertise, and integrity.

Today we proudly serve clients across California, providing personaliized guidance and support every step of the way.

Meet Our Team

Board Philip

CA Insurance License #0B77135

Meet:Board Philip

The Founder of 1on1 Eldercare

From his earliest days as a financial advisor, Philip Board has been committed to serving clients of all ages with great care and trust. As the founder of 1on1 Financial, Philip brings this commitment, along with financial expertise, to his work every single day. With his Masters of Science in Financial Services, Certified Fund Specialist designation, credentials in advanced estate planning and retirement income planning, as well licenses in life insurance, health insurance, and the Series 7, 63, 65 and 24 registrations, Philip’s knowledge provides unique financial advantages to his clients. This financial expertise and client-centric technique are also what has allowed him to grow 1on1 from a one-person boutique to full-service practice with a team of professionals. Through this personalized attention, skill, and trademark humor, Philip continues to deliver on his commitment to serving clients while helping them through one of life’s most difficult transitions – aging.

Moseley Kurt

CA Insurance License #0K13088

Meet: Moseley Kurt

1on1 Eldercare Financial & Estate Planner


Kurt first got into the business to help people become more confident in their ability to retire and more importantly be able to sleep better at night knowing they are financially stable and protected from the risks the world may throw at them. Kurt reviews all aspects of our clients financial well-being and creates a unique financial plan tailor-made to each household. This includes all types of investments, insurance policies (life, health, property & casualty), mortgages, and typical household expenses. Kurt has over a decade of experience in the financial services industry and first started working in the back office of a broker/dealer in 2010. Kurt holds his series 7 and 66 licenses as well as life / accident / health / property & casualty licenses / and AHIP Medicare certification.

Value


Compassion

we understand that estate planning can be emotional and sensitive. we approach every client with empathy and kindness

Expertise

our team stays up-to-date with the latest legal and financial development to ensure our client our clients receive the best possible advice.

Integrity

we prioritize honesty, transparency, and ethical practices in all our interactions

Personalized Service

we take the time to understand each client's unique needs and goals, tailoring our services to meet their individual requirement.

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