Jason Preti, CFP® Fee-Only Fiduciary for Mid-Career Tech Professionals
I work with mid-career tech professionals who have equity compensation, multiple accounts, and too many disconnected financial decisions competing for attention.
Most of my clients are strong earners. The challenge is not income. It is coordination. RSUs vesting throughout the year. ESPP purchase windows. A 401(k). Brokerage accounts. Concentrated stock exposure. Growing tax complexity.
My role is to bring structure to that complexity and help you turn compensation into long-term wealth.
Why I Started Unleashed Financial
I have worked in the financial industry since 2007 and earned the CFP® designation in 2010. Early in my career, I worked at firms with high minimums and product-driven incentives.
I wanted something different. A firm focused on fiduciary financial planning and coordinated investment management for professionals whose financial lives were evolving quickly.
In 2015, I founded Unleashed Financial to provide fee-only advice with no commissions and no product sales. Just strategy designed around your goals.
My Approach
Equity compensation changes how planning works. Your portfolio does not begin at zero. It begins with company stock.
We coordinate equity strategy, investment management, and tax planning into one integrated system. We meet quarterly to review vesting schedules, portfolio risk, tax exposure, and progress toward financial independence.
The goal is clarity and discipline. You know what to do, when to do it, and why it matters.
Who I Work With
I specialize in working with mid-career tech professionals across Seattle and the Eastside who have:
- RSUs or ESPP
- Concentrated stock positions
- Growing income and rising tax complexity
- Multiple accounts that need coordination
- A desire to delegate strategy rather than manage everything themselves
If that sounds like you, we should talk.
Credentials and Fiduciary Commitment
I am a CERTIFIED FINANCIAL PLANNER™ professional and a fee-only fiduciary. That means I am legally obligated to act in your best interest and I do not earn commissions for product recommendations.
Unleashed Financial LLC is a registered investment advisor in the State of Washington.
Get In Touch
Jason is here to help you navigate the complexities of financial planning, wealth management, retirement planning, or any other aspect of your financial journey. Reach out today to schedule a consultation and take your first step toward securing your financial future.