Wealth Management

Jason Preti

CFP® — Founder & President

Unleashed Financial

Kirkland, WA

About

Jason Preti, CFP®, is the founder and president of Unleashed Financial, a fee-only registered investment adviser based in Kirkland, Washington. He has worked in financial services since 2007 and founded the firm in 2015. His practice works mainly with mid-career tech professionals, treating equity compensation, investment management and tax planning as one process, with quarterly reviews of vesting schedules, portfolio risk and progress toward financial independence.

Unleashed Financial is a fee-only fiduciary registered investment adviser founded in 2015 and registered with the State of Washington. It serves clients virtually throughout Washington.

Who they work with

Mid-career tech professionals in the Seattle, Bellevue, Kirkland and Redmond area with RSUs or ESPP, concentrated stock and several accounts to coordinate.

Planning focus

Equity compensation (RSUs, ESPP)Concentrated stock diversificationTax-aware planning around vestingFinancial independence projectionsEmployer plan integration

Services

Comprehensive financial planning
Investment management
Equity compensation planning
Tax planning coordination
Retirement planning
College and home purchase planning

Talk with Jason

Share a few details and Unleashed Financial will reach out to you directly.

Jason Preti is an independent professional and is not employed by Bloodline. Details on this page come from Unleashed Financial's public materials and regulator records as of October 2026. Bloodline does not provide investment, tax or insurance advice. Before you engage any financial professional, you can check their background on FINRA BrokerCheck.