You work hard for your money, but achieving your long-term financial goals can only be possible with proper financial planning and management.
Jason Preti, CFP®, is the founder of Unleashed Financial. As a Certified Financial Planner™, Jason has extensive experience in the financial industry and has a passion for helping Gen X and Gen Y achieve their financial goals.
Whether you need help with retirement planning or investment management, Jason takes the time to listen and understand your needs before building a comprehensive plan that fits your objectives. His commitment to transparency and fiduciary responsibility means that you can trust that your best interests always come first.
After recognizing the need for trusted financial guidance for young professionals, Jason founded Unleashed Financial with a mission to offer objective and personalized advice.
Unleashed Financial LLC is a registered investment advisor that specializes in providing personalized wealth management to Gen X and Gen Y seeking to achieve their financial goals. Unleashed Financial LLC utilizes a range of investment options and financial planning tools to help clients achieve their financial future.
Unleashed Financial LLC is best suited to serve clients who are seeking objective and personalized financial advice to achieve their long-term financial goals. Jason’s approach to financial planning caters to diverse individuals but is particularly well-suited to assist young professionals, dual-income families, and Gen X.
Young professionals may need help understanding the basics of wealth management and developing a comprehensive plan to reach their financial goals, such as buying a first house or paying off debt.
Unleashed Financial can assist young professionals in setting up budgeting systems and making sound investments that will set them up for long-term success.
Dual-income families often have competing financial priorities, such as saving for their children’s education, buying a bigger home, and planning for retirement.
Unleashed Financial can help these families prioritize these competing demands and develop a strategic plan to address their goals.
Gen X individuals may be grappling with midlife financial challenges, such as paying for their children’s college tuition and preparing for retirement.
Unleashed Financial can assist Gen X clients with investment planning and developing a comprehensive financial plan that can help them achieve their long-term objectives.
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.