Your New Certified Financial Planner™

Jason Preti, CFP®, founded Unleashed Financial in Kirkland, Washington. He is a dedicated and experienced financial professional committed to helping individuals and families achieve their financial goals throughout Kirkland, Seattle, Bellevue, and the surrounding areas. With a passion for financial planning and a successful track record, Jason is your trusted partner in securing your financial future.



Jason has been in the industry since 2007 and earned his CFP in 2010. During the first seven years of his career, he worked with multiple firms that required high minimum investments. However, his true passion was providing fiduciary planning and investment management services for early and mid-career professionals as their financial situations evolved. This passion drove him to start his own firm, Unleashed Financial, in 2015.