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OUR TEAM

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TERESA BOROWY
CLIENT SUPPORT

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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. 

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

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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