Eric Presogna, CFP®, CPA Eric Presogna

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About Eric Presogna, CFP®, CPA

Eric has more than 14 years’ experience in the accounting, tax and financial services industries. He specializes in working with professionals and business owners who are nearing or recently entered retirement. Eric spent the last 5 years working for PNC Wealth Management where he served as an investment advisor managing assets in excess of $300 million. He holds a bachelor’s degree in accounting from Penn State University and is a CPA and Certified Financial Planner.

Read Eric’s blog here: https://www.oneupfinancial.com/blog

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Ideal Clients

  • Baby Boomers
  • Business Owners
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • Assets Under Management: 1.00%

SEC Records

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