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OUR TEAM

ERIC PRESOGNA 
OWNER, CPA, CFP®

TERESA BOROWY
CLIENT SUPPORT

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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.

 

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. 

More about our custodians here

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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

the team

1st

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Your guide is on its way!

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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. 

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