Unleashed Financial LLC Information

Unleashed Financial is a fee-only, fiduciary financial planning and investment management firm based in the Seattle area. We work primarily with tech professionals in their 40s and 50s who have equity compensation — RSUs, ESPPs, stock options — and want to build a real financial plan around it. Not generic advice. Not a portfolio sitting in isolation. A coordinated strategy that accounts for vesting schedules, concentration risk, tax timing, and where you actually want to end up. No products. No commissions. No conflicts of interest. Ever. If you are a tech professional who wants straightforward advice from someone who understands the complexity of your compensation — and speaks plainly about it — we should talk. 📍 Serving clients in the Seattle area and across Washington State 🌐 unleashedfinancial.com #financialplanning #wealthmanagement #financialservices #investmentmanagement