ERIC PRESOGNA, CPA, CFP
Phone: (w) 814-325-2699
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