Eric Jeffrey Presogna
Investment adviser representative at One-up Financial
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$107.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Skm Wealth Advisors LLC dba One-up FinancialOct 2024 to now
- Presogna & Co., P.C.Jan 2022 to now
- One-up Financial LLCMay 2020 to now
- Origin FinancialOct 2021 to Oct 2022
- AltcpasMay 2019 to Nov 2024
- Allstreet Financial, LLCOct 2018 to May 2020
- Evident FinancialOct 2018 to Oct 2019
- PNC Wealth ManagementApr 2015 to Oct 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
One-up Financial
Legal name: Skm Wealth Advisors LLC
$107.5MAssets managed
97Clients
9Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7027100
- Firm CRD
- 333778