Jenna VanLeeuwen
CFP®
Aligning Wealth
Principal
Jenna VanLeeuwen
CFP®
Aligning Wealth
Principal
As a financial planner, it is my honor to help families grow and navigate the highs and lows of business and life. The ongoing act of financial planning can help you and your family create a life you enjoy now while creating a secure financial future. - Jenna VanLeeuwen, CFP®
Fee-Only financial planner located in Jersey City, NJ serving clients in NYC metro area as well as virtually across the country
Jenna VanLeeuwen is a New Jersey based fee-only financial planner serving clients in the greater NYC metro area and virtually across the country. Aligning Wealth specializes in comprehensive financial planning and investment management for family-focused entrepreneurs.
Jenna VanLeeuwen has years of experience working with business owners and families as a financial planner in the NYC metro area. She has served a wide range of business owners including entertainers, online business owners, and marketing agency owners. She has partnered with business owners to help them make wise decisions through all phases of their business, from starting to growing to selling their business.
As a fee-only, fiduciary, and independent financial advisor, Jenna VanLeeuwen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jenna VanLeeuwen, CFP® is the Founder of Aligning Wealth.
As my MeeMaw says, my family knows how to squeeze a penny until it breaks. However, as an adult, I’ve learned that being good with money goes far beyond frugality.
Since then, I’ve learned true wealth is about using your resources -- money, time, energy -- to live with a sense of purpose and possibility. There’s a rare kind of magic in feeling like you have the skills and financial security to live according to your priorities. I want the same for you.
Whether it’s taking that dream trip, working less so you can spend more time with your family, or scaling up your business to impact more people, we’re here to help you make it happen.
When I’m not working with clients, I’m usually spending quality time with my husband Brian, my toddler Charlotte, and my two pups.
Most Saturdays, you’ll find the whole family popping into a coffee shop and then taking a walk to smell the flowers or play in the park. We occasionally take a big trip to see family in NC or a new place, but I’m currently delighted at living our ordinary lives here in Jersey City, NJ, watching both my daughter and my business grow.
Jenna VanLeeuwen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We help entrepreneurs create create lives they love, at work and at home.
At Aligning Wealth, we help our clients create financially satisfied lives. We love working with mission-driven entrepreneurs who put their family first and see their business as a tool for building their ideal life.
We have a research-backed comprehensive financial planning process to help you align your resources -- money, time, and energy -- with what matters most to you.
Creating a financially secure future for your family starts with you. Get back to imagining the possibilities and let us help you with the rest.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jenna VanLeeuwen is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jenna VanLeeuwen is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jenna VanLeeuwen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jenna VanLeeuwen is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
Contact Jenna VanLeeuwen
Office Locations:
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201 Montgomery St
#2029
Jersey City, NJ 07302
