Contact Information
Detailed Information
90/100
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Retirement planning +6Tax planning +6Wealth management +6Verified profile +15
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Eric Presogna, CPA, CFP, founded One-Up Financial, a fee-only fiduciary firm in Erie, Pennsylvania, serving clients nationwide. He combines accounting and financial planning, with a focus on high-performing sales executives, small-business owners, and retirees looking to optimize their finances. Before launching the firm, he spent years at a bank’s wealth management division managing more than million in assets. As both a CPA and CFP, he brings strong tax planning to comprehensive advice. As a fee-only advisor, he is paid only by clients and earns no commissions. His practice emphasizes tax-aware retirement and cash-flow planning, helping clients keep more of what they earn and make confident decisions about their money.
Source: compiled from public professional records. Verify registration on the SEC Investment Adviser Public Disclosure (IAPD) database: CRD #7027100. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method
Fee-Only
Advisor SEC/CRD #
7027100