Eric Presogna has been Chief Compliance Officer / Managing Partner of SKM Wealth Advisors since October 2024, is a control person of the firm and directly owns under 5% of it. Eric Presogna holds a Bachelor's degree in Accounting from Penn State University.
SKM Wealth Advisors LLC is an Erie, PA firm with $107M under management, 97 clients and 9 advisers in one office, as of its May 2026 filing.
Eric Presogna is Founder and CEO of One-Up Financial. He has more than 16 years' experience in the accounting, tax and financial services industries and specializes in working with professionals and small business owners who are nearing, or recently entered, retirement. Before One-Up Financial, he worked for PNC Wealth Management as an investment advisor.
Eric Presogna’s longest registration was 4 years at One-Up Financial LLC (2020–2025). Before joining SKM Wealth Advisors in 2025, Eric Presogna was registered through Origin Financial and One-Up Financial LLC.
- Origin Financial– · 1 yearErie, PA · Adviser representative · Firm CRD 305353
- One-Up Financial LLC– · 4 yearsErie, PA · Adviser representative · Firm CRD 309489
- Evident Financial– · 1 yearErie, PA · Adviser representative · Firm CRD 281661
Professional designations
Listed by SKM Wealth Advisors
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Eric Presogna is registered as an investment adviser representative in 2 states. The first approvals date from January 2025; the most recent is Texas, in May 2026.
- PennsylvaniaSince 22 January 2025
- TexasSince 21 May 2026
Examinations
No examinations are on Eric Presogna’s record.
- Full name
- Eric Jeffrey Presogna
- CRD
- 7027100
- Firm
- SKM Wealth Advisors · CRD 333778
- Role
- Chief Compliance Officer / Managing Partner
- Office
- 1545 WEST 38TH STREET, Erie, PA 16508
- Registration
- Investment adviser registration
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oneupfinancial.com
Where does Eric Presogna work?
Eric Presogna has been Chief Compliance Officer / Managing Partner of SKM Wealth Advisors LLC since October 2024, and is a control person of the firm.
Is Eric Presogna a financial advisor?
Yes. Eric Presogna has a current investment-adviser registration in Pennsylvania and Texas, through SKM Wealth Advisors since January 2025.
How many years of experience does Eric Presogna have?
Eric Presogna has 8 years in the financial industry, since October 2018, across 4 adviser firms.
Where did Eric Presogna work before SKM Wealth Advisors?
Before SKM Wealth Advisors, Eric Presogna was registered through Origin Financial, November 2021 to March 2023; Evident Financial, October 2018 to September 2020.
Where is Eric Presogna based?
Eric Presogna’s registered office is in Erie, PA.
Is Eric Presogna registered with FINRA?
No. Eric Presogna has no current broker registration.
Is Eric Presogna a CFP?
SKM Wealth Advisors lists Eric Presogna with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: ERIC PRESOGNA, CPA, CFP biography, oneupfinancial.com
How can I verify Eric Presogna’s record?
Search CRD 7027100 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Presogna’s full registration record.