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Jenna VanLeeuwen, CFP®

Financial Planner for Business Owners

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Aligning Wealth Jenna VanLeeuwen, CFP®
Jersey City, New Jersey

Serving Clients Nationwide

Financial Planner for Business Owners

Areas of Focus

  • College Funding
  • Family and Money
  • Investment Management
  • Owning a Business
  • Setting Up Retirement Accounts

About Me

Hi. I'm Jenna VanLeeuwen, a financial planner for business owners and founder of Aligning Wealth.

As a financial advisor specializing in business owners, I have partnered with entrepreneurs through all phases of a business owner’s life, from starting to growing to selling their business.

I get so much joy out of helping you translate your business success into personal financial freedom. As a team, we co-create your financial plan so you can confidently take that vacation and buy your dream home, because you know you have a plan for a comfortable retirement, too.

I'm located in the NYC metro area and I work with clients nationwide.

When I'm not working with clients, you will usually find me spending quality time with my husband Brian, our toddler Charlotte, and my two doggies, Ikki and Korra. Most Saturdays, you’ll find us popping into a coffee shop and then taking a walk to smell the flowers or play in the park.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • FinCon
  • National Association of Personal Financial Advisors
  • XY Planning Network

Location

201, Montgomery Street, Jersey City, New Jersey, 07302

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free consultation. We'll chat to see if Aligning Wealth might be a good fit for you.

Offers Investment Management

Yes

About our Firm

Are you so busy with your business and family life that you find yourself making reactive money decisions?

It’s hard to envision the future when so many things need your time and immediate attention.

At Aligning Wealth, we create individualized financial plans based on each client’s values and vision. Consider us your go-to financial partner, helping you create a clear action plan so you can build the ideal life you’ve been dreaming of.

GET FINANCIALLY ALIGNED IN LIFE
• Saving for retirement
• Saving for college
• Buying your dream home
• Taking your dream trip
• Thoughtfully managing investments
• Dreaming up a giving plan
• Creating a spending plan
• Sticking to a debt payment plan

GET FINANCIALLY ALIGNED IN BUSINESS
• Minimizing taxes
• Budgeting to scale your team
• Growing your income
• Creating your retirement plan
• Planning a maternity or paternity leave
• Understanding health insurance options
• Selling or buying a business

Education

B.S., Materials Science and Engineering, North Carolina State University | Rice University CFP® Education Program

Badges

Hobbies and Interests

  • Animals
  • Board Games
  • Family
  • Walking

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Young Families