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.