Eric J. Presogna, CPA, CFP

Eric J. Presogna, CPA, CFP



Eric has more than 12 years’ experience in the accounting, tax and financial services industries. He specializes in working with professionals and small business owners. 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 Certified Public Accountant and Certified Financial Planner.


Eric has been married to an amazingly caring and patient wife, Jess for over 8 years. Jess is a hair stylist who thankfully balances her talent and expertise between work and home. They have two children, Hayley (a.k.a. Monkey) and Ethan (a.k.a. E-Man), who are into a wide-range of activities including basketball, golf and cheer. Jess and Eric enjoy spending time with their kids, going on date nights and vacationing with their family.

Hometown: Erie, PA

Favorite movie: Back to the Future (Trilogy)

Best live concert: Pearl Jam

Favorite book: Unscripted: Life, Liberty and the Pursuit of Entrepreneurship

Funniest person on earth: Bill Murray

Most inspiring entrepreneur: Walt Disney

Favorite quote: “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” -Maya Angelou

Why I do what I do

To have a positive influence in this world by educating on and improving financial literacy in young people.

To create a lifestyle that allows more freedom to spend time doing what I love with the people I love.

To teach my children to embrace failure as the most effective way to learn.

For my children to be proud of their Dad, and how many people he helped throughout his life.