OUR TEAM
ERIC PRESOGNA
CPA, CFP®
Email: eric@oneupfinancial.com
Email: janel@oneupfinancial.com
Email: pete@oneupfinancial.com
Email: pete@oneupfinancial.com
Email: dennis@oneupfinancial.com
Email: dave@oneupfinancial.com
Email: davidj@oneupfinancial.com
Email: chuck@oneupfinancial.com
Email: matt@oneupfinancial.com
Email: dan@oneupfinancial.com
In addition to local experts who regularly meet with clients, our team also includes a strategic partnership with one of the most trusted custodians in the marketplace: Charles Schwab.
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.​​
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This partnership provides 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
200
Combined years of experience in the financial industy
15
Percentage of advisors with CPA, CFP designation
How we position our clients
1st
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.
