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 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 financial planning services, including comprehensive financial planning and custom portfolio management.  As a Fee-only advisor, I have a fiduciary responsibility to act in the clients best interest. I do not accept any fees or compensation based on product sales.

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

I created Unleashed Financial for the client that needs comprehensive planning and investment direction but doesn’t currently have enough assets for a “traditional” wealth management firm. Unleashed Financial does not require a minimum investment, net worth or income levels. 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

Submit
Submit

This Office

11410 NE 124th St # 659 Kirkland, WA 98034-4399 Phone: (425) 954-6781