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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.

NAPFA Start Date

July 27, 2015

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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.
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Visit Website Download vCard
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.

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This Office

13431 110th Pl NE Kirkland, WA 98034-5304 Phone: (425) 954-6781
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