About

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.

Schedule an easy no obligation conversation about your needs.

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Contact Info

Unleashed Financial LLC 11410 NE 124th St #659 Kirkland, WA 98034

[email protected]
425-954-6781

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Unleashed Financial, LLC is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Copyright 2016 Unleashed Financial LLC. All Rights Reserved.