Jason Preti, CFP® Unleashed Financial LLC
- 13431 110th Pl NE, Kirkland, WA 98034
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.