Unleashed Financial LLC
Jason Preti CFP, is the founder and president of Unleashed Financial, LLC. The focus of Unleashed Financial, LLC is to bring fiduciary-level financial planning and investment management to the next generation of young professionals and growing families.
I founded Unleashed Financial with the mission of helping families and individuals take control of their financial situations. I provide fee-only financial planning and investment management geared toward X and Y Generation clients with three primary objectives: Financial Planning, Financial Education, and Investment Management.
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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.