Kenneth W. Van Leeuwen, CFP®
Ken’s favorite quote:
“Make it happen.”

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Kenneth W. Van Leeuwen, CFP®

MANAGING DIRECTOR, ADVISOR


DUTIES

Kenneth Van Leeuwen founded Van Leeuwen & Company in 1997. As the firm’s Managing Director/Founder and Financial Advisor, he is responsible for the overall strategic direction of Van Leeuwen & Company as well as serving his clients, which include corporate executives, non-profit organizations, and people who have made the U.S. their home.

ABOUT

Ken has appeared numerous times on CNBC’s business news program, “Power Lunch,” and is often quoted as an industry professional in the areas of stock options, restricted stock planning, and how executives can maximize the benefits they receive from their corporations.

Ken worked for several financial institutions for 18 years before starting his own firm. He began in commercial banking for Morgan Guaranty Trust Company, then transitioned to Merrill Lynch and later Morgan Stanley Smith Barney. Lastly, Ken served as Vice President and Financial Advisor for Integrated Financial Services.

He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Bachelor of Science in Accounting from the State University of New York at Binghamton School of Management. He also studied banking and financial marketing at New York University College of Business and Administration. Ken is a member of the Financial Planning Association.

Through his vast experiences and his long standing relationship with LPL Financial, Ken has been asked to serve and participate with various organizations and advisory boards within LPL.  For instance, as a member of the Advisor & Institution Panel (AIP), which is a select group of 24 advisors (out of 14,000), Ken provides strategic guidance to LPL regarding research, technology and investments in order to improve services offered to clients of LPL Financial.

Additionally, as Chair of the LPL Advisory Political Action Committee (PAC), Ken leads a group of advisors with a collective voice in Washington to stay abreast of the ever changing regulatory landscape, which directly impacts his clients and their investments.

PASTIMES

Ken is active in his community, having previously served on the board for Eden Autism Services in Princeton and volunteering for the Special Olympics of New Jersey, as well as the Mercer County Food Bank. Along with one of his clients, Ken participates in a program with Notre Dame University to mentor businesswomen of the future through an internship at Van Leeuwen & Company.

He and his wife Kim live in Princeton. Ken has two children – Katie and James. He enjoys golfing and skiing, and is a history buff.

MANAGING DIRECTOR AND ADVISOR

Kenneth W. Van Leeuwen, CFP®
Managing Director/Advisor
Read Ken’s Bio

FINANCIAL ADVISORS

Jason D. Field, CFP®
Financial Advisor
Read Jason’s Bio

Jeffrey P. Mattonelli
Financial Advisor
Read Jeff’s Bio

INVESTMENT TEAM AND PLANNING

Virag G. Shah, CFA®
Portfolio Strategist
Read Virag’s Bio

Jimi Bipin Shah
Equity Research Associate
Read Jimi’s Bio

Donna L. Gavlick
Director of Para Planning Services
Read Donna’s Bio

CLIENT SERVICES

Judy DeFazio
Director of Administration
Executive Assistant to Kenneth Van Leeuwen
Read Judy’s Bio

1 Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Van Leeuwen & Company, a registered investment advisor and separate entity.

2 The economic forecasts set forth in this material may not develop as predicted and content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. No strategy assures success or protects against loss. Investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. The market value of corporate bonds will fluctuate, and if the bond is sold prior to maturity, the investor’s yield may differ from the advertised yield. Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.