Ken Van Leeuwen, CFP? is looking forward to an incredible few days at the @ Barron's Advisor #BA100 Summit! I’ll be moderating a session “It's Not What You Make. It's What You Keep: Maximize Returns With Direct Index SMAs and Savvy #TaxPlanning.” John Nersesian, CFP, CIMA, CPWA, CIS and Josh Rogers excited for a great discussion!
Van Leeuwen & Company
金融服务
Princeton，NJ 357 位关注者
As fiduciary advisors, we help to curate lifestyles and preserve achievements that resound from generation to generation
关于我们
Van Leeuwen & Company is a financial services firm that specializes in financial planning and wealth management for individuals and non-profit organizations. Our business approach is based upon four key elements that are at the core of everything we do: financial expertise, trust, responsiveness and personal attention. We are dedicated to these principles. They define who we are. Each client has a unique financial situation. Our goal is to understand what is important to you and to make it happen. With more than thirty years of experience serving clients, our services include: financial planning and wealth management, retirement and estate planning services, trust and insurance solutions, and supporting the efforts of non-profit organizations vital to our community. We serve a distinct customer base and, for the benefit of our existing clients, each year we accept a limited number of new clients and we welcome your interest. Our team is comprised of seasoned professionals with the collective experience necessary to deliver the outstanding client service our clients have become accustomed to receiving. Outside of work, our employees are actively involved in their communities and volunteer for a variety of non-profit organizations. Securities offered through LPL Financial, Member SIPC, www.sipc. For more information, please refer to www.SIPC.com. Investment Advisory Services offered through Van Leeuwen & Company, not affiliated with LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, HI, ID, IL, MA, MD, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, and VA. Third party posts found on this page do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- 网站
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https://www.vanleeuwenco.com
Van Leeuwen & Company的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Princeton，NJ
- 类型
- 私人持股
- 创立
- 1997
- 领域
- Financial Planning、Wealth Management、Retirement and Estate Planning Services、Non-Profit Organizations、Financial Advisors、Holistic Financial Planning、Corporate Executives和Investing
地点
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主要
获取路线
281 Witherspoon Street
Suite 220
US，NJ，Princeton，08540
Van Leeuwen & Company员工
动态
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We will #neverforget the thousands of innocent lives lost, as well as the heroic efforts of the first responders, some of which made the ultimate sacrifice, 23 years ago today.
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Friday was our summer interns last day and before leaving they dropped off the donated personal care items to Trenton Area Soup Kitchen (TASK), continuing one of our favorite traditions with our #interns. We are proud to support this NJ-based nonprofit which serves the hungry in the Trenton area. #Community #GivingBack
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We are happy to announce that our Managing Director & Founder, Ken Van Leeuwen, CFP? has been ranked as a Forbes 2024 'Best in State Wealth Advisor’ within the state of NJ for the fourth consecutive year! #ForbesSHOOKTopAdvisor #FinancialAdvisor #TopRankedAdvisor https://bit.ly/3m47EgQ
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Congratulations to Jeffrey Mattonelli on passing the CFP? certification exam.?The CFP? designation is the highest standard of excellence in the field of financial planning. Please join the team at Van Leeuwen & Company, LLC in congratulating Jeff on this brilliant professional milestone. #CFP #FinancialPlanning
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Last week Ken Van Leeuwen, CFP? had the privilege to sit down with Gary Carrai, CFA, LPL Financial and Gary Swearingen at #ForbesSHOOKTopTeams ?and shared how Van Leeuwen & Company, LLC continues to master financial planning and?build a team for its growth in servicing its clients.? #ForbesSHOOKTopTeams?#forbes?#shookresearch?#lplfinancial
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Thank you?LPL Financial?and?SHOOK Research?for such an impressive and informative conference! It was a pleasure for Ken Van Leeuwen, CFP? and Virag Shah, CFA to attend the?Forbes Shook?Top Wealth Management Teams Summit in Miami last week. It is always inspiring to spend time with other leaders in our industry. #ForbesSHOOKTopTeams?#forbes?#shookresearch?#lplfinancial
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Ken Van Leeuwen, CFP? discussed how the most important aspect of what we do is communicate effectively with clients. Ken highlights that you must think like your clients and understand that their success is your success. For more, read Ben Mattlin Financial Advisor Magazine article here: https://bit.ly/3Shdlpd #financialadvisor #financialplanning #clientservices
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Ken Van Leeuwen, CFP? appeared on Schwab Network and discussed with Nicole Petallides his overview of 2023, the Fed's fight against inflation, and how 2024 is the year of A.I. growth and adoption. For more, see Ken's appearance here: https://bit.ly/48EjEs8 #financialadvisor #Fed #inflation #AI ?
A.I. Exploded Onto The Scene & The Revolution Drives Semiconductor Demand | Schwab Network
schwabnetwork.com
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Ken Van Leeuwen, CFP? recently discussed some of the lessons he's learned in his career. Ken highlights how finding an area within financial planning that is underserved and where you can establish yourself as an expert is a strategy that can be very successful. For more, read Ben Mattlin Financial Advisor Magazine article here: https://bit.ly/41HIfdg #financialplanning #financialadvisor #clientservices
What Veteran Advisors Wish They Knew Early In Their Careers
fa-mag.com