Jason  Preti

Jason Preti

| CFP®

Unleashed Financial LLC

Fee-Only Financial Planner serving the Kirkland, WA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

11410 124TH St #659
Kirkland, WA 98034

Jason Preti is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

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 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 towards X and Y Generation clients 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 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.

I work primarily with Gen X and Gen Y clients 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.