Eric Presogna (CFP®, CPA)
Eric Presogna focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Corporate Executives
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Corporate Executives
Planning Specialties
Comprehensive Financial Planning Retirement Income Planning Investment Management Tax Planning Tax Services Small Business Financial PlanningAdditional Information
Eric Presogna, CPA, CFP® is the Founder and Financial Advisor at One-Up Financial in Erie, PA. I spent most of my career working at a Fortune 500 bank where I witnessed countless examples of their advice benefiting the financial institution more so than the client. Even worse, I found the advice to be lacking from a tax perspective, resulting in a higher tax bill. I decided to change that by building a firm that puts our clients' interests first and offers comprehensive tax services to give them a financial advantage in retirement.NAPFA Start Date
August 21, 2020
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