OUR TEAM
ERIC PRESOGNA
OWNER, CPA, CFP®
TERESA BOROWY
CLIENT SUPPORT
Email: eric@oneupfinancial.com
Email: teresa@oneupfinancial.com
Email: brooke@zoefin.com
In addition to local experts who regularly meet with clients, our team also includes strategic partnerships with two of the most trusted custodians in the marketplace: Charles Schwab and Apex Clearing.
Charles Schwab is one of the largest banking institutions in the country with more than $5 trillion in client assets and over 3 million client accounts.
Apex Clearing has over $116 billion in assets under custody and 21 million brokerage accounts on its platform.
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Both partners provide us with industry-leading research, technology, and investment infrastructure, complete with full access to a broad range of products and services, allowing us to deliver exceptional value to the clients we serve. ​
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
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