Skip to content
Unleashed Financial LLC
  • Home
  • About
  • Wealth Management
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Fees
  • Articles
    • Archive
  • Contact
  • T-Mobile
Schedule

Month: January 2024

Saving for College: 529 A Smart Financial Strategy

October 28, 2025January 31, 2024 by Jason Preti, CFP®
529 college financial planning

Empower your child’s future without the burden of debt by saving for college with a 529 Plan. Start building their financial stability today.

Categories Financial Planning

2023 Was a Great Year To Review

October 28, 2025January 4, 2024 by Jason Preti, CFP®
2023 Market in Review

The stock market closed out 2023 on a high note, with the S&P 500 climbing steadily for nine consecutive weeks. 2023 market review.

Categories Investing

Archives

  • 2025
  • 2024
  • 2023
  • 2019

Categories

  • Company Benefits
  • Financial Planning
  • Investing
  • Retirement Savings
  • RSU & ESPP
  • Taxes

Recent Posts

  • Self-Directed Investing vs Real Wealth Planning: The Hidden Gap
  • Are You Drowning in Data? The Trap of Analysis Paralysis for Self-Directed Investors
  • The Enemy Within: How Behavioral Biases Sabotage Even the Smartest DIY Investors
  • Beyond the 60/40: Incorporating Buffer ETFs and Digital Assets for the Modern Tech Portfolio
  • Life Insurance as a Planning Tool

Categories

  • Company Benefits
  • Financial Planning
  • Investing
  • Retirement Savings
  • RSU & ESPP
  • Taxes

Email: jason@unleashedfinancial.com

Phone: 425-954-6781

Address: Kirkland, WA 98034

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

Find an advisor Jason Preti, CFP

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

Jason Preti XYPN Member

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.

Jason Preti NAPFA member
Schedule

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.

Unleashed-Financial-LLC-ADV-Part2A-2025-03-04
© 2025 Unleashed Financial LLC • Built with GeneratePress