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Jason D. Preti, CFP®

Investment Management and Financial Planning for Gen X & Y

Unleashed Financial LLC



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Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management


Firm Client types



No timeline events available.
Employer Years Dates
Coldstream Capital Management, Inc. 8 years, 11 months Jan 2011 - Present
Pacific West Securities, Inc. 9 years, 3 months Sep 2010 - Present
Appropriate Balance Financial Services, Inc. 1 year, 10 months Mar 2009 - Jan 2011

Designations & Memberships

  • National Association of Personal Financial Advisors
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Articles and Answers

Insights by Jason Preti

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Ask a financial questionAsk a question
Do I need to have money invested in other countries to properly diversify my portfolio?
Daniel, I firmly believe that diversification does require international exposure. That being said, you need to know what you are invested in and what you are adding to your portfolio when you try to determine your level of diversification. What I mean, if you currently own a typical S&P 500 ind...  (more)
Answered Jul 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Nov 10, 2019
    • license status
      Not registered
    • disclosures
    • as of date
      Nov 11, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


    Unleashed Financial LLC

    Last updated on Feb. 25, 2019
      • $1.6M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 31
      • $52.0K
        Estimated Average Account Balance


    Fee Only Advisor
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements