Welcome to Unleashed Financial LLC, a trusted investment advisory firm dedicated to helping young professionals and growing families achieve their financial goals. Unleashed is owned and operated by Jason Preti, a Certified Financial Planner (CFP) with over 15 years of experience in the financial industry.
At Unleashed Financial LLC, I believe in transparency and accountability. That's why I am proud to be a fee-only advisor. I don't earn commissions or sell financial products, so my advice is always in your best interest. As a fiduciary advisor, I am legally and ethically obligated to put your interests first, ensuring that you receive unbiased and objective advice.
I understand that everyone's financial situation is unique, which is why I offer personalized financial planning services tailored to your specific needs and goals. Whether you are looking to start investing, planning for retirement, saving for a down payment on a home, or anything in between, I'm here to help.
At Unleashed Financial LLC, I am committed to providing exceptional service and building long-lasting relationships with clients. I pride myself on being accessible and responsive, so you can always count on me to be there.