Eric Presogna, Cpa, Cfp

Eric Presogna, Cpa, Cfp Email and Phone Number

Owner at One-Up Financial and fiduciary financial advisor offering tax services, investment management and financial planning for high-net worth individuals and company retirement plans. @ One-Up Financial
Eric Presogna, Cpa, Cfp's Location
Erie, Pennsylvania, United States, United States
Eric Presogna, Cpa, Cfp's Contact Details

Eric Presogna, Cpa, Cfp work email

Eric Presogna, Cpa, Cfp personal email

About Eric Presogna, Cpa, Cfp

Over 18 years of experience in the accounting, finance and banking industries.Specialties: Financial Planning and Portfolio Management, Tax Planning and Preparation, Corporate Accounting and Finance, Budgeting & Forecasting, Management.

Eric Presogna, Cpa, Cfp's Current Company Details
One-Up Financial

One-Up Financial

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Owner at One-Up Financial and fiduciary financial advisor offering tax services, investment management and financial planning for high-net worth individuals and company retirement plans.
Eric Presogna, Cpa, Cfp Work Experience Details
  • One-Up Financial
    Owner
    One-Up Financial Sep 2020 - Present
    Erie, Pa, Us
    View
  • Altcpas
    Founder
    Altcpas May 2019 - Present
    Erie, Pa, Us
    AltCPAs provides small businesses and entrepreneurs outsourced accounting and finance functions at a fraction of the cost of a full-time employee.
    View
  • Evident Financial
    Financial Advisor And Consultant
    Evident Financial Oct 2018 - Sep 2020
    Erie, Pennsylvania, Us
    Evident Financial, a division of AllStreet Financial, LLC, is an independent, fee-only Registered Investment Advisor. Located in Erie, PA, Evident Financial provides investment management and financial planning services to people transitioning into or already in retirement.
    View
  • Pnc
    Investment Advisor
    Pnc Mar 2015 - Oct 2018
    Pittsburgh, Pennsylvania, Us
    View
  • Wedgewood Investors, Inc.
    Portfolio Management And Business Development
    Wedgewood Investors, Inc. Jun 2014 - Mar 2015
    Portfolio Manager
  • Pnc
    Assistant Vice President
    Pnc Jul 2012 - Jun 2014
    Pittsburgh, Pennsylvania, Us
    Business Banking
    View
  • Schaffner, Knight, Minnaugh & Company, P.C.
    Accounting And Auditing Senior
    Schaffner, Knight, Minnaugh & Company, P.C. Sep 2008 - Jul 2012
    Erie, Pennsylvania, Us
    View
  • Ruzomberka Holland Renk Smith, Inc.
    Tax Associate
    Ruzomberka Holland Renk Smith, Inc. Aug 2007 - Aug 2008
  • Presogna & Co., P.C.
    Accounting And Tax Associate
    Presogna & Co., P.C. Jan 2005 - Aug 2007

Eric Presogna, Cpa, Cfp Skills

Accounting Auditing Income Tax Tax Preparation Tax Returns Gaap Internal Controls Balance Tax Quickbooks Audit Corporate Tax Tax Compliance Bookkeeping Tax Research Tax Accounting Financial Accounting Partnership Taxation General Ledger Reconciliation Accounts Payable Fixed Assets S Corporations Journal Entries Accounts Receivable Peachtree Tax Return Preparation Federal Tax Excel Financial Planning Individual Taxation Financial Analysis Financial Reporting Portfolio Management Mergers And Acquisitions Strategic Financial Planning Leadership Customer Service Microsoft Excel

Eric Presogna, Cpa, Cfp Education Details

  • Penn State University
    Penn State University
    Accounting
  • Cathedral Prep
    Cathedral Prep

Frequently Asked Questions about Eric Presogna, Cpa, Cfp

What company does Eric Presogna, Cpa, Cfp work for?

Eric Presogna, Cpa, Cfp works for One-Up Financial

What is Eric Presogna, Cpa, Cfp's role at the current company?

Eric Presogna, Cpa, Cfp's current role is Owner at One-Up Financial and fiduciary financial advisor offering tax services, investment management and financial planning for high-net worth individuals and company retirement plans..

What is Eric Presogna, Cpa, Cfp's email address?

Eric Presogna, Cpa, Cfp's email address is ep****@****ail.com

What schools did Eric Presogna, Cpa, Cfp attend?

Eric Presogna, Cpa, Cfp attended Penn State University, Cathedral Prep.

What skills is Eric Presogna, Cpa, Cfp known for?

Eric Presogna, Cpa, Cfp has skills like Accounting, Auditing, Income Tax, Tax Preparation, Tax Returns, Gaap, Internal Controls, Balance, Tax, Quickbooks, Audit, Corporate Tax.

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