- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Individuals and/or Small Businesses
- -Other Portfolio Management
Funds Used With Clients
Firm Client types
|Coldstream Capital Management, Inc.||8 years, 7 months||Jan 2011 - Present|
|Pacific West Securities, Inc.||8 years, 11 months||Sep 2010 - Present|
|Appropriate Balance Financial Services, Inc.||1 year, 10 months||Mar 2009 - Jan 2011|
Designations & Memberships
National Association of Personal Financial AdvisorsMembershipNAPFA, 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 NetworkMembershipThe 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
AnswersAsk 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
Licenses & Conducts
Unleashed Financial LLC
$1.6MTotal Assets Under Management
N/ATotal Assets Under Advisement
$52.0KEstimated Average Account Balance