Unleashed Financial LLC
Unleashed Financial LLC
I have 15 Years of planning experience. I want to use this experience to help young professionals plan and meet their goals. - Jason Preti, CFP®
Fee-Only financial planner located in Kirkland, WA, serving clients locally and across the country
Jason Preti is a Kirkland, WA fee-only financial planner. Unleashed Financial LLC provides comprehensive and objective financial planning and investment management to help young professionals and growing families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jason Preti is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
In 2007 I started my career in financial planning, working with retirees and boomers. I realized that the wealth these clients had accumulated was the culmination of years of sound financial decisions and paying attention to the details. They had several significant common characteristics: They lived within their means, set goals, and held themselves accountable.
SIMPLE IN CONCEPT, DIFFICULT IN PRACTICE
Basic financial literacy is not taught in school. It’s generally learned through trial and error. While some mistakes can be easily overcome, it may take years to recover from others.
I use a holistic approach to planning and help you navigate your changing financial landscape. A holistic investment approach includes looking at your entire investment portfolio and financial goals, rather than looking at investments on just a transactional basis.
YOUR FINANCIAL COACH
As a fee-only advisor, I am not beholden to any product sponsor. The only fee I receive is paid directly by the client; I work for you. I provide unbiased financial planning and investment management within your reach. My goal is to provide for your best interests: all clients, all accounts, all the time.
Fiduciary: I am a Fee-Only financial advisor and work for your best interest.
Fee-only: No commissions, No sales, No pressure. I attempt to reduce and eliminate any conflict of interest. My duty of loyalty is to you.
Asset Management: Just starting or seasoned investor? The systems I use are scalable, efficient, and effective.
Ongoing Financial Planning: We work together continuously. As your needs, wants, and goals change, so does your plan.
Jason Preti is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Young Professionals
- Growing Families
- Sudden Money Situations
- Novice Investors
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jason Preti is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jason Preti is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Jason Preti is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Jason Preti earned the Certificate in Blockchain and Digital Assets℠
Financial professionals who hold the Certificate in Blockchain and Assets℠ issued by Digital Assets Council of Financial Professionals (DACFP) have earned the essential knowledge and skills they need to provide their clients accurate, relevant, timely and valuable advice about blockchain and digital asset management. Graduates of the Certificate program have taken the only course of its kind about this emerging ecosystem created for financial advisors by leading financial advisors.
Jason Preti is Quoted on NerdWallet.com: "How to Retire on $30,000 a Year"
Jason Preti is Quoted on Simply Insurance: "How To Invest Life Insurance Proceeds (In 2022)"
Jason Preti is Quoted on Wealth Adivsor: "When Robo Advisors Changed Advice"
Jason Preti is Quoted in Forbes: "Small Caps Are Breaking Down: Why That Matters"
Jason Preti is Quoted on 11 Alive: "Why I paid off my girlfriend's $22,000 student loan debt"
Jason Preti is Quoted on ETF.com: "When Robo Advisors Changed Advice"
Contact Jason Preti
Kirkland, WA 98034