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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.
Overview
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
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