Jennifer Leong

Jennifer brings over 15 years of wealth management experience to the BakerAvenue NYC team, where she is committed to help clients make a meaningful impact through their investments and legacy plans. Her areas of focus 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.