Jason Preti, CFP® Unleashed Financial LLC

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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.

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Ideal Clients

  • Generation X
  • Mid-Career Professionals
  • Middle Class Accumulators
  • Parents
  • Working Families

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $95+/mo
  • Hourly Fee: $225/hr
  • AUM: 0.60-1.00%

SEC Records

States Registered

  • Washington

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