Exit Planning Institute - Find a CEPA | 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.

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JENNA VANLEEUWEN

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