Meet the Team


Jennifer Leong, CFP® CIMA®

Partner, Wealth Advisor


  • Bachelor of Science, Finance, George Mason University, magna cum laude
  • Certified Financial Planner (CFP®), College of Financial Planning
  • Certified Investment Management Analyst (CIMA®), The Wharton School at the University of Pennsylvania


Jennifer brings nearly 20 years of wealth management experience to the Sax Wealth team, where she is committed to help clients make meaningful impact through their investments and legacy plans. Her areas of expertise include financial planning, retirement planning, and investment strategies.

She holds a B.S. in Finance from George Mason University where she graduated with magna cum laude honors. Additionally, she is a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®), a designation which required completion of coursework through The Wharton School at the University of Pennsylvania. Most recently, she earned a Certificate in ESG Investing from the CFA Institute to expand her knowledge about incorporating environmental, social, and governance factors into investment decisions and long-term performance.

Jennifer grew up in the Washington DC metro area and spent time in San Diego and Chicago before returning to the East Coast to be closer to her family. She now lives in Brooklyn where she enjoys traveling, yoga, photography, and city adventures with her dog, Pierre.

Outside of work, Jennifer contributes financial wellness content to global companies through CARAVAN Wellness. She believes education and financial literacy are the keys to empowering others towards financial wellness and success.

Jennifer previously sat on the Associate Board as the Recruitment Chair for a Chicago-based non-profit called Surge for Water. Their goal is to provide safe water access, sanitation, and hygiene solutions to help end the cycle of poverty in global communities located in Uganda, Haiti, the Philippines, and the Dominican Republic. She also volunteers at local food banks, and every year on her birthday, she spends time walking dogs at her local animal shelter.

Everyone knows Jennifer to be extremely organized and methodical, but what they might not know is that she typically has a list for everything! To do lists, grocery lists, travel itineraries, packing lists, new restaurants to try—you name it, it’s probably on one of her spreadsheets.

Awards & Honors