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Jason Preti

CFP
Personal Finance, Investing, Lifestage Based Planning
88%
Helpful
14
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0
Articles
7
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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
    Investing, Stocks
How does the option work if both calls in the vertical call are in the money?

First, congrats, if both calls of a bull vertical spread are in the money (ITM) then you are in the max gain area.  Second, I always (ok, maybe 95% of the time) treat vertical spreads as one position and open or close both strikes in a single transaction.  Third, it depends on how much time is left in the option.

Assuming that there is still time remaining (i.e. it’s not the expiration date) you can close both positions at the same time for just the difference in the spread.  

If, however, it’s the day after expiration and you don’t have enough capital in your account to buy 100 shares, you might get a nasty gram from your broker for not monitoring (closing) the positions before automatic exercise.

Only in rare situations would I allow an option to expire ITM.  Normally I try to close verticals within the last 7-10 trading days.

May 2016
    Retirement, IRAs, Retirement Plans
Can I open an IRA for my three children ages 9,8 and 5?
67% of people found this answer helpful
May 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
    Stocks
What's the main difference between watered down stock which was outlawed, and the ability for a company to create a stock split?
67% of people found this answer helpful
May 2016
    Real Estate
I've lived in my house for 20 out of 42 months. Can I claim this as my primary residence and take advantage of the $250k waiver on capitol gains?
50% of people found this answer helpful
May 2016