Jenna VanLeeuwen, CFP®
Transform your success into a rewarding next chapter.
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Serving Clients Nationwide
Transform your success into a rewarding next chapter.
Areas of Focus
- Business Owners
- Giving
- Inherited Wealth
- Retirement Planning
- Tax-Smart Distribution Planning
About Jenna VanLeeuwen, CFP®
Hi there! I'm Jenna VanLeeuwen, a CERTIFIED FINANCIAL PLANNER™ professional and founder of Aligning Wealth. We guide purpose-driven people through life's most consequential transitions — retirement, career pivots, business exits, and major liquidity events — translating financial success into the lives our clients actually want to live.Our work integrates comprehensive financial planning and tax-efficient investment management under one roof. That means your portfolio isn't managed in isolation from the rest of your financial life: asset location, tax planning, retirement income strategy, and your long-term goals all inform how your investments are structured and managed.
For many of our clients, this looks like maximizing tax advantages, building sophisticated retirement income strategies, and managing investments aligned to their full financial picture. For others, it means expert guidance through business exits, liquidity events, or legacy planning.
Most importantly, our partnership empowers you to step into the next chapter with confidence and clarity, building on the same vision and values that have carried you this far.
Based in the NYC metro area, I serve clients here and nationwide. Visit www.aligningwealth.com to schedule a complimentary 45-minute introductory call.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- FinCon
- National Association of Personal Financial Advisors
- XY Planning Network
- FinCon
Primary Location
201 Montgomery St Ste 2029, Jersey City, NJ 07302
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Click the “Book Intro Call” button above to schedule a free consultation. During this 45-minute call, you’ll be able to share more about yourself, your important work, and your goals. I’ll ensure all your questions are answered and I’ll describe the way Aligning Wealth works with our clients. If we agree that we’re a good fit, I’ll share an engagement proposal outlining the scope of our services and the associated cost. Additionally, you’ll learn more about the onboarding process to ensure a smooth transition.Offers Investment Management
Yes
Education
B.S., Materials Science and Engineering, North Carolina State University | Rice University CFP® Education Program
Hobbies and Interests
- Animals
- Board Games
- Family
- Reading
- Theater
- Walking
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- BIPOC
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Individuals
- Intergenerational Families
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Non-Traditional Clients
- Parents
- Single Women
- Specialty Sub-Contractors
- Technology Professionals
- Travel Lovers
- Widow
- Women Professionals
- Women’s Finance
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