Welcome to Unleashed Financial!
Unleashed Financial was created 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 has no minimum investment, no minimum net worth and no minimum income levels. You need a plan for your current goals and long term wealth accumulation, I understand and help you meet your goals.
Jason Preti, CFP®
Your Financial Advisor
Jason Preti, CFP® works primarily with young professionals and growing families to build goal-based financial plans and implement long term wealth building strategies. Through financial planning and goal building, you can take control of your finances and create a more secure future.