Jason Preti, CFP®
Fee-Only Fiduciary Financial Planner for Mid-Career Tech Professionals
You’re earning well. The problem isn’t your paycheck. It’s that your financial life has gotten complicated.
RSUs vesting on different dates. An ESPP window coming up. A 401(k) you haven’t looked at in months. A brokerage account sitting in company stock. A tax bill that keeps climbing.
None of these things are bad on their own. But when they’re not coordinated, they compete with each other. And money that should be building long-term wealth ends up sitting still or working against you.
I help tech professionals cut through that complexity and build a clear, coordinated financial plan.
Why I Started Unleashed Financial
I’ve worked in financial services since 2007. Early in my career, I was at firms with high account minimums and product-driven incentive structures. I saw how that created conflicts that weren’t always in the client’s favor.
I wanted to build something different. A small, focused practice where the only thing I’m paid for is good advice.
In 2015, I founded Unleashed Financial as a fee-only, fiduciary RIA. No commissions. No product sales. No conflicts. Just financial planning and investment management built around your goals.
My Approach
Equity compensation changes everything about how planning works. Your portfolio doesn’t start from zero. It starts with company stock, vesting schedules, tax lots, and holding periods you have to manage.
I coordinate equity strategy, investment management, and tax planning as one integrated process. Not three separate conversations.
We meet quarterly to review where things stand: vesting schedules, portfolio risk, tax exposure, and progress toward financial independence. You always know what to do next and why.
The goal is simple. Fewer decisions competing for your attention. More of your compensation actually working for you.
The goal is simple:
Fewer decisions competing for your attention.
More of your compensation actually working for you.
Who I Work With
I specialize in working with mid-career tech professionals in the Seattle area who have:
- RSUs or ESPP from a current or past employer
- Concentrated stock exposure they need to manage
- Growing income and a rising tax burden to match
- Multiple accounts that aren’t working together
- A preference to delegate financial strategy rather than manage it themselves
If that sounds like your situation, we should talk.
Credentials and Fiduciary Commitment
Jason Preti is a CERTIFIED FINANCIAL PLANNER™ professional. That designation requires rigorous education, an exam, ongoing continuing education, and a commitment to act in the client’s best interest.
Unleashed Financial is a fee-only practice. I do not earn commissions, and I do not receive compensation for recommending any financial product. My only source of revenue is the fee you pay me directly.
As a registered investment advisor in the State of Washington, I am held to a fiduciary standard. That means I am legally required to put your interests first, not my own.
Ready to Stop Managing This Alone?
If you have equity compensation, multiple accounts, and no clear plan connecting all of them, this is a good place to start.