Jenna VanLeeuwen (CEPA, CFP®)

Jenna VanLeeuwen focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Charitable Giving
- Entrepreneurs
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Business Owners
- Charitable Giving
- Entrepreneurs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Hi there! I'm Jenna VanLeeuwen, a CERTIFIED FINANCIAL PLANNER™ professional and founder of Aligning Wealth. We guide purpose-driven people ready to transform their financial success into meaningful life changes, whether that is retirement, a career pivot, or building a lasting legacy.
Our comprehensive approach goes beyond traditional wealth management. We align your financial strategies with your personal values and vision.
For many of our clients, this means maximizing tax advantages, building sophisticated retirement income strategies, and managing investments.
For others, it may mean expert guidance through liquidity events, business exits, or legacy planning.
Most importantly, our partnership empowers you to embrace a rewarding next chapter with confidence and clarity, building upon the same vision and values that have accompanied your success so far.
Let’s build something meaningful together, starting with a free 45-minute consultation call. Just hit that contact button or visit my website: www.aligningwealth.com.
Additional Information
I live in NYC with my family. My husband, Brian, and I, who are college sweethearts, have a daughter named Charlotte and two rescue dogs, Korra and Ikki. For leisure, besides spending time in the park with my daughter, I enjoy visiting quirky, niche museums around NYC and attending performances by the NY Philharmonic.
NAPFA Start Date
February 18, 2022