Jason Preti

CFP
Personal Finance, Investing, Lifestage Based Planning
88%
Helpful
14
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“Jason Preti specializes in goal-based financial planning and investment management for Gen X. His mission is to help you create a plan to: navigate college and retirement savings, reach your debt reduction goals, and balance your immediate and long term financial goals.”
Firm:

Unleashed Financial LLC

Job Title:

Financial Advisor

Biography:

Jason Preti, CFP is founder and president of Unleashed Financial, LLC. The focus of Unleashed Financial, LLC is to bring fiduciary level financial planning and investment management to the next generation of families. 

I am not your father's financial advisor, my job is to increase your financial well-being and understanding of how early planning impacts your long term success. I want to work with the client that needs comprehensive planning and investment direction, but doesn't currently have enough assets for a “traditional” wealth management firm. Unleashed Financial does not require a minimum investment, net worth, or income level. You need a plan for your current goals and long term wealth accumulation - I understand and help you meet your goals.

As a CERTIFIED FINANCIAL PLANNER™ professional, my emphasis is on planning and I fall under the fiduciary standard of care. That means I work in my client's best interest at all times. I don't work on commissions or receive compensation from selling any products, I only work for my client.

Education:

BSBA, Business Administration, Central Washington University

Assets Under Management:

$1 million

Fee Structure:

Fee-Only
Asset-Based

CRD Number:

5372695

Disclaimer:

Unleashed Financial LLC is a registered investment advisor in the State of Washington.

All Answers
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Most Helpful
    Retirement, Investing, 401(k), Taxes
Should I build an emergency fund or invest for retirement?
84% of people found this answer helpful

A six month emergency fund is pretty good. 

Since you mentioned after-tax contributions, are you eligible to contribute to a Roth IRA account?  A Roth IRA would give you the ability to save up to $5,500 ($6,500 if age 50 or over) and the flexibility of withdrawing contributions without penalties.  

You didn't mention, but if you have any credit card or unsecured debt you might want to divert your additional savings that way while you are working.  Going into a layoff debt free will help your emergency fund last longer.

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How are after hour trading rates determined?
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March 2016
    Marriage / Divorce, Social Security
Is it possible for a 79 year old married person to legally stop paying taxes on social security?
76% of people found this answer helpful
March 2016
    Banking, Retirement Savings, IRAs
Could I deposit a check I received from Edward Jones, cancelling my IRA account, into my personal checking account without being penalized?
75% of people found this answer helpful
May 2016
    Retirement, IRAs
Can I contribute to both a SEP IRA and a regular IRA?
75% of people found this answer helpful
March 2016