Welcome To A Better Way to Manage Your Money

Fee-Only Financial Planning & More
Your New Certified Financial Planner™

Jason Preti, CFP®

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.

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Our Commitment to You

We see ourselves as your accountability advocates, dedicated to tracking your financial standing and providing regular updates. We coordinate your portfolios between managed accounts and company retirement plans, ensuring your investments work harmoniously together. For those seeking focused financial planning, we offer hourly projects to address specific needs. Jason’s passion for helping clients achieve their financial dreams is evident in his client track record. He has successfully guided individuals and families through:


  • Investment Management
  • Retirement Planning
  • Risk Management
  • College Saving
  • And More
Learn More
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Let’s Build Your Future Together

Ready to Transform Your Financial Life?

Don’t leave your financial future to chance. Our comprehensive wealth management and planning services are designed to help you achieve your aspirations. Contact us today to learn how we can support you on your path to financial independence.

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