Jason Preti (CFP®)

Jason Preti focuses in the
following client markets or areas of practice:

Generation X

Hourly

Investment Advice with Ongoing Management

Middle Income Client Needs

Millennials

Retirement Plan Investment Advice

Planning Specialties

I work primarily with young professionals and growing families to build goal-based financial plans and implement long-term wealth-building strategies. Through financial planning and goal building, you can take control of your finances and create a more secure future.

Additional Information

Jason D. Preti, a CERTIFIED FINANCIAL PLANNER™ professional, is the founder and president of Unleashed Financial LLC, a Fee-Only financial planning and investment management firm located in Kirkland WA. Unleashed Financial is a Registered Investment Advisory firm with the state of Washington and offers Fee-Only hourly planning services, comprehensive financial planning, and investment management. As a fee-only advisor, I am responsible for acting in the client's best interest. I do not accept any fees or compensation based on product sales.

I provide fee-only financial planning and investment management geared toward young professionals and growing families with three primary objectives: Financial Planning, Financial Education, and Investment Management.

I created Unleashed Financial for clients that need comprehensive planning and investment management. You need a plan for your current goals and long-term wealth accumulation. I understand and help you meet your goals.