OUR TEAM
ERIC PRESOGNA, CPA, CFP
OWNER, CEO
Email: eric@oneupfinancial.com
TERESA BOROWY
CLIENT SUPPORT
Email: teresa@oneupfinancial.com
CHARLES SCHWAB
CUSTODIAN, BACK-OFFICE
Charles Schwab is one of the largest banking institutions in the country with more than $1.6 trillion in client assets and over 3 million client accounts.
Their industry-leading research, technology, and investment infrastructure give One-Up Financial access to a broad range of products and services, allowing us to deliver exceptional value to the clients we serve.
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More about One-Up Financial and Schwab here.
ONE-UP FINANCIAL BY THE NUMBERS
500
Fortune 500 experience
21
Years in the financial industry
15
Percentage of advisors with CPA, CFP designation
How we position our clients
1st
10 BIGGEST RETIREMENT MISTAKES
TO AVOID AT ALL COSTS
Are you contemplating retirement? Before you pull the trigger, check out our latest guide where we address the 10 biggest mistakes to avoid in retirement.
