Kenny Bauer (CFP®)

Kenny Bauer focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Kenny’s area of focus is financial planning for corporate executives, especially those in transition. Prior to joining Rockwood Wealth Management Kenny was a Vice President and a Planner for Marshall Financial Group in Doylestown, PA. Kenny is a member of the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), Bucks County Estate Planning Council, and has been a Certified Financial Planner™ (CFP®) Practitioner since 1999. Kenny studied Civil Engineering and Economics at the University of California, Berkeley and earned his degree in Business Economics at the University of California, Santa Barbara.

“The biggest asset most executives have is their future earnings potential. Helping them to manage that has a much larger impact on long-term wealth than any investment program,” says Kenny. “But what clients tell me is even more valuable are the times we put away the spreadsheets and sort through what makes the most sense for them and their families—decisions not always made in terms of dollars.”

 

Additional Information

Specialties: Investment Consulting & Advanced Planning for prosperous individuals and their families.

Rockwood specializes in working with high net worth individuals & their families, helping them to structure their financial affairs with our expertise in asset management, tax and financial planning, risk management, private banking, and estate planning.  

Kenny is responsible for advising affluent individuals & their families as well as the institutions they care about. He functions as a trusted advisor on all matters pertaining to his clients’ financial needs and investments. His broad understanding of capital markets, taxation, insurance, retirement and estate planning allows him to address issues critical to their success.

Kenny’s responsibilities include engineering long-term investment plans aimed specifically at achieving his clients’ stated goals. He establishes comprehensive financial planning solutions for his clients using sophisticated portfolio analysis tools. Kenny works closely with his clients’ tax and legal advisors to ensure a multi-faceted approach to wealth planning.

He supports his community in several capacities for Boy Scouts of America and is a volunteer for the Travis Manion Foundation. He enjoys lacrosse as a former player and coach, as well as a parent, and is currently an active lacrosse official.

NAPFA Start Date

September 16, 2016

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This Office

6464 Lower York Rd New Hope, PA 18938-9654 Phone: (267) 983-6400 Fax: (888) 753-8777