Jason Preti CFP®
In 2007 I started my career in financial planning, working with retirees and boomers. I realized that the wealth these clients had accumulated was the culmination of years of sound financial decisions and paying attention to the details. They had several significant common characteristics: They lived within their means, set goals, and held themselves accountable.
SIMPLE IN CONCEPT, DIFFICULT IN PRACTICE
Basic financial literacy is not taught in school. It’s generally learned through trial and error. While some mistakes can be easily overcome, it may take years to recover from others.
I use a holistic approach to planning and help you navigate your changing financial landscape. A holistic investment approach includes looking at your entire investment portfolio and financial goals, rather than looking at investments on just a transactional basis.
YOUR FINANCIAL COACH
As a fee-only advisor, I am not beholden to any product sponsor. The only fee I receive is paid directly by the client; I work for you. I provide unbiased financial planning and investment management within your reach. My goal is to provide for your best interests: all clients, all accounts, all the time.
Fiduciary: I am a Fee-Only financial advisor and work for your best interest.
Fee-only: No commissions, No sales, No pressure. I attempt to reduce and eliminate any conflict of interest. My duty of loyalty is to you.
Asset Management: Just starting or seasoned investor? The systems I use are scalable, efficient, and effective.
Ongoing Financial Planning: We work together continuously. As your needs, wants, and goals change, so does your plan.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.