Eric J. Presogna

ONE-UP FINANCIAL

ERIE, PA 16508

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CRD#: 7027100

Professional summary

Eric Jeffrey Presogna, CFP®, who also goes by Eric J. Presogna, Eric Presogna, is a registered financial advisor currently at ONE-UP FINANCIAL located in Erie, Pennsylvania.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Eric has worked at 4 firms .

Question & Answer

What are your service offerings?

Retirement Planning

Business Succession Planning

Investment Planning

Estate Planning

Divorce Planning

Tax Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

Corporate Executives

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Eric J. Presogna | Eric Presogna

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

- Presogna & Co., P.C. - Not Investment Related - 359 West 26th Street, Erie, PA 16506 - Accounting and Tax - Consultant - 01/2022 - 2 hours - 0 hours devoted during trading hours - Part-time consultant with bookkeeping and tax services - One-Up Financial LLC - Investment Related - 1001 State St #907 Erie, PA 16501 - Financial Planning, Investment and Tax Advisor - Managing Member & Chief Compliance Officer - 02/2020 - 10 hours per week during securities trading hours - Managing Member and overseeing compliance within One-Up Financial LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Jeffrey Presogna's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

January 22, 2025 - Present

ONE-UP FINANCIAL

Office #1: 1545 West 38th Street, Erie, PA 16508

RIA

CRD#: 333778

ERIE, PA

Past

November 3, 2021 - March 8, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

Erie, PA

Past

July 21, 2020 - May 19, 2025

ONE-UP FINANCIAL LLC

RIA

CRD#: 309489

Erie, PA

Past

October 9, 2018 - September 14, 2020

EVIDENT FINANCIAL

RIA

CRD#: 281661

ERIE, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ONE-UP FINANCIAL

ONE-UP FINANCIAL | SKM WEALTH ADVISORS LLC

CRD#: 333778 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (1/22/2025 Approved)

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Contact information

Main Address

1545 West 38th Street, Erie, PA 16508

Mailing Address

Phone number

(814) 325-2699

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eric J. Presogna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Jeffrey Presogna's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE-UP FINANCIAL

ORIGIN INVESTMENT ADVISORY LLC

ONE-UP FINANCIAL LLC

EVIDENT FINANCIAL

State Registrations and Notice Filings

Exams

Current Firm

ONE-UP FINANCIAL

Contact information

Documents

Red Flags

Company Information

ONE-UP FINANCIAL

TRUST BUT VERIFY

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