Jenna Van Leeuwen

Advisor at Aligning Wealth

Credentials

CFP®

Firm

Aligning Wealth

Location

Jersey City, NJ

About

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 to the left or visit my website: www.aligningwealth.com.

Expertise

General tax planning Retirement income strategy Income planning

Demographic focus

Baby Boomers (Born 1946-1964)

Fee options

Flat: Based on complexity

Hourly: $350 /hr

Monthly: $800+/mo

Retainer is an annual flat fee that includes investment management. Fee is based on complexity.

Work history

Aligning Wealth LLC

2021 - Present (4 years)

Jenna VanLeeuwen

2020 - 2021 (1 year)

Element Financial Group

2017 - 2020 (3 years)

Jenna VanLeeuwen

2016 - 2017 (1 year)

Outlook Wealth Advisors

2016 - 2016 (1 year)

Jenna VanLeeuwen

2015 - 2016 (1 year)

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