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One-Up Financial
One-Up Financial is an independent financial advisor in Erie, PA specializing in serving high-performing sales executives, small business owners and retirees.
One-Up Financial
One-Up Financial is an independent financial advisor in Erie, PA specializing in serving high-performing sales executives, small business owners and retirees. The firm employs CPA and CFP professionals with a fiduciary duty and offers financial planning, investment management, retirement planning, and tax strategies. It is commission-free and emphasizes transparency with no hidden fees.
General information
Firm type
RIA
Year founded
2020
Location
Country
USA
City
Erie
Principals
Eric Presogna
CPA, CFP, Founder & CEO
Janel Bonsell
CPA, CFE, CFF
Pete Eaglen
CPA, CGMA
Dennis Grow
CPA, PFS
David Herbe
Sr., CPA
David Herbe
Jr., CPA, MAcc
Charles Knight
CPA, CVA
Matthew Minnaugh
CPA, CVA
Daniel Sloppy
CPA/ABV, CFF, CVA, CFE, MBA
Sector focus
Frequently asked questions
What is One-Up Financial?
One-Up Financial is a ria headquartered in Erie, USA.
When was One-Up Financial founded?
One-Up Financial was founded in 2020.
Where is One-Up Financial headquartered?
One-Up Financial is headquartered in Erie, USA.
What does Altss track for One-Up Financial?
Altss maintains an OSINT-verified profile of One-Up Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is One-Up Financial's website?
One-Up Financial's public website is oneupfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is One-Up Financial?
One-Up Financial is classified by Altss as a RIA, operating from USA.
How does Altss source intelligence on One-Up Financial?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was One-Up Financial's Altss profile last updated?
One-Up Financial's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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