Fee-Only Financial Planning for Mid-Career Tech Professionals with Equity Compensation
Clear strategy for RSUs, ESPPs, taxes, and investment management So your compensation actually builds long-term wealth.
Led by Jason Preti, CFP®. Fiduciary. Independent. Built for tech professionals with real financial complexity.
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If you have equity comp, multiple accounts, and no unified plan, this is for you.
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See how our investment management works.Your finances shouldn’t depend on spare-time decisions
If you work in tech, the hard part usually is not earning. It is coordinating everything. RSUs vesting every quarter. ESPP windows. A 401(k). Brokerage accounts. Concentrated stock. Rising income. Growing tax exposure.
High income does not automatically create coordination. Most professionals end up with a portfolio that is really just a collection of accounts and one-off decisions.
Unleashed Financial helps you unify the plan, simplify decisions, and stay accountable quarter after quarter.
Fee-only. Fiduciary. Built for tech compensation.
Integrated Planning for Equity Compensation and Investments
This is not just investment management. It is a coordinated strategy across equity compensation, taxes, and long-term goals.
You get fiduciary investment oversight plus a structured planning cadence. Quarterly strategy meetings. Implementation support. Coordination with your CPA when needed.
One relationship. One plan. Fewer loose ends.
Wealth Management for Tech Professionals with Equity Compensation
This is ongoing coordination across investments, equity comp, taxes, and long-term goals. Not account management in isolation.
Your RSUs, ESPP, 401(k), brokerage accounts, and concentrated stock positions are managed as one system. Decisions are made in context, not in silos.
- Strategic management of RSUs, ESPP, and concentrated stock
- Fiduciary investment oversight with continuous risk assessment
- Proactive tax coordination around equity vesting and income spikes
- Quarterly strategy meetings and implementation support
One coordinated strategy. Not a collection of accounts.
Financial Planning That Connects Compensation to Long-Term Independence
Mid-career professionals often have rising income and growing complexity. What they usually lack is an integrated roadmap.
Planning aligns equity compensation decisions with retirement goals, lifestyle choices, and future optionality.
- Time-to-FI and retirement projection modeling
- Cash flow planning around vesting schedules
- College funding and competing priorities
- Home purchase and mortgage strategy
- Strategic debt management
The goal is clarity. You know what to do, when to do it, and why it matters.
Investment Management Built Around Equity Risk
For tech professionals, the portfolio does not begin at zero. It begins with company stock.
Investment management is structured around existing equity exposure so that diversification, tax awareness, and long-term growth work together.
- Low-cost, tax-efficient fund selection
- 401(k) and employer plan integration
- Concentrated stock diversification strategy
- Comprehensive coordination across all accounts
Your investments should support your compensation structure, not compete with it.
Meet Jason Preti, CFP®
I work with mid-career tech professionals who have equity compensation, multiple accounts, and too many disconnected 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. Rising tax complexity.
My role is to bring structure to that complexity. We align equity compensation strategy, investment management, and long-term planning into one integrated system. Then we meet quarterly to keep the plan moving.
I am a fee-only fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional. That means no commissions and no product sales. Just advice designed to support your long-term independence.
If you want a coordinated strategy and a disciplined investment approach you can stick with, you are in the right place.
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Ready for a Unified Plan?
If you have RSUs, ESPP, concentrated stock, or a growing income with scattered accounts, let us talk. We will discuss what you are trying to accomplish and whether our process is the right fit.
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Kirkland, Bellevue, Seattle, and remote for Washington residents.