ERIC PRESOGNA, CPA, CFP
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.
More about One-Up Financial and Schwab here.
ONE-UP FINANCIAL BY THE NUMBERS
Fortune 500 experience
Years in the financial industry
Percentage of advisors with CPA, CFP designation
How we position our clients
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.