2024 | Unleashed Financial LLC

Master Your Portfolio: The Power of Diversified Investing

October 28, 2025May 29, 2024 by Jason Preti, CFP®

Investing for the long haul through boring, diversified portfolios. The dangers of unsystematic risk and the free lunch of diversification across assets.

Inflation and Investing: A Simple Guide to Protect Your Retirement

April 14, 2026February 19, 2024 by Jason Preti, CFP®

Looking for investing advice in Kirkland? Learn how to guard your retirement savings against inflation with expert financial planning.

The After-Tax Effect of Active Investing

April 14, 2026February 14, 2024 by Jason Preti, CFP®

Index funds or active funds? Are your investments truly working for you after taxes? After-Tax Effect of Index vs Active Funds.

Email: [email protected]

Phone: 425-954-6781

Address: Kirkland, WA 98034

Serving Seattle, Bellevue, Kirkland, and the greater Eastside community

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Proud member of XYPN! As an XYPN advisor, I adhere to strict fiduciary standards and carry the CFP®. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy.

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Unleashed Financial LLC

Unleashed Financial, LLC is a registered investment advisor in the State of Washington. The adviser 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 transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

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