# One-Up Financial

One-Up Financial is a RIA based in Erie, USA.

## Overview

- **Organization type:** RIA
- **Headquarters:** Erie, USA
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** https://oneupfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/one-up-financial

## Regulatory record

- **CRD number:** 333778
- **SEC file number:** 801-136342
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333778

## About

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.

## Sectors

- small business owners, retirees, sales executives

## People

- 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

## Related profiles

- [ONE OAK](https://altss.com/profile/one-oak)

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Last updated: 2026-08-11T15:07:41.444Z

Canonical page: https://altss.com/profile/one-up-financial

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