Jason Preti, CFP® Unleashed Financial LLC

Contact this advisor

About Jason Preti, CFP®

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, we understand and help you meet your goals.

Contact this advisor

Ideal Clients

  • Dual Income Family
  • Gen X
  • Mid-Career Professionals

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $300/hr
  • Assets Under Management: 1.25%

SEC Records