Fee-Only Financial Planning—Welcome To A Better Way to Manage Your Money
Meet Your New Certified Financial Planner™
Our Story
Jason Preti, CFP®, founded Unleashed Financial in Kirkland, Washington. He is a dedicated and experienced financial professional committed to helping individuals and families achieve their financial goals throughout Kirkland, Seattle, Bellevue, and the surrounding areas. With a passion for financial planning and a successful track record, Jason is your trusted partner in securing your financial future.
Jason has been in the industry since 2007 and earned his CFP in 2010. During the first seven years of his career, he worked with multiple firms that required high minimum investments. However, his true passion was providing fiduciary planning and investment management services for early and mid-career professionals as their financial situations evolved. This passion drove him to start his own firm, Unleashed Financial, in 2015.
Our Approach
Jason’s financial planning and wealth management approach focuses on helping Gen X and Gen Y achieve their financial goals. He listens intently to your needs before creating a financial roadmap for your goals.
Committed to transparency and great fiduciary responsibilities, Jason offers reliable and trustworthy guidance that always puts your best interests first.
Supporting you in informed decision-making is his number one priority.
Our Mission
Our mission is to provide informed and personalized wealth management to Gen X and Gen Y as they work to achieve financial objectives. We act as their personal CFO, offering comprehensive guidance and strategic financial oversight.
Client Focus
Jason’s passion for helping clients achieve their financial dreams is evident in his client track record. He has successfully guided individuals and families through:
- Investment Management
- Retirement Planning
- Risk Management
- College Saving
- And More
Get In Touch
Jason is here to help you navigate the complexities of financial planning, wealth management, retirement planning, or anywhere else in your financial journey. Reach out today to schedule a consultation and take your first step toward securing your financial future.