Kenny B. Bauer, Cfp®, Ea

Kenny B. Bauer, Cfp®, Ea Email and Phone Number

Principal at Rockwood Wealth Management @ Rockwood Wealth Management
new hope, pennsylvania, united states
Kenny B. Bauer, Cfp®, Ea's Location
Doylestown, Pennsylvania, United States, United States
Kenny B. Bauer, Cfp®, Ea's Contact Details

Kenny B. Bauer, Cfp®, Ea work email

Kenny B. Bauer, Cfp®, Ea personal email

n/a

Kenny B. Bauer, Cfp®, Ea phone numbers

About Kenny B. Bauer, Cfp®, Ea

A commitment to a client-centric practice and unwavering integrity in all of our endeavors ensures that our clients' best interests are always our best interests.As Fee–Only, independent fiduciaries, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in the client’s best interests.Specialties: Needs of corporate executives, clients in transition, and clients planning for multi-generational wealth.Rockwood Wealth Management is an Independent, Fee-Only Financial Planning and Investment Management firm with locations in New Hope, PA.Additional information can be found at www.rockwoodwealth.com or by calling me on my cell phone at (267) 474-9545 or Rockwood Wealth Management at (267) 983-6400.

Kenny B. Bauer, Cfp®, Ea's Current Company Details
Rockwood Wealth Management

Rockwood Wealth Management

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Principal at Rockwood Wealth Management
new hope, pennsylvania, united states
Website:
rockwoodwealth.com
Employees:
21
Kenny B. Bauer, Cfp®, Ea Work Experience Details
  • Rockwood Wealth Management
    Principal
    Rockwood Wealth Management Jul 2020 - Present
    New Hope, Pennsylvania, United States
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  • Rockwood Wealth Management
    Private Client Advisor
    Rockwood Wealth Management Aug 2017 - Jul 2020
    6464 Lower York Road, New Hope, Pa 18938
    Kenny B. Bauer is responsible for advising affluent families. He functions as a trusted advisor on all matters pertaining to his clients’ financial planning and investments. His broad understanding of investments, taxation, risk management, and estate planning allows him to address issues critical to inter-generational wealth transfer.Kenny’s responsibilities include engineering long-term financial 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. 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.
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  • Marshall Financial Group
    Planner And Vice President
    Marshall Financial Group Jan 1997 - Aug 2017
    Doylestown, Pa
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  • Marin County District Attorney'S Office
    Chief Of Administrative Services
    Marin County District Attorney'S Office 1994 - 1997
    San Rafael, Ca
  • Marin County
    Administrative Services Officer
    Marin County 1991 - 1993
    San Rafael, Ca
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  • Centura Software / Gupta Technologies
    Administration Supervisor / Treasury Analyst
    Centura Software / Gupta Technologies 1988 - 1991
    Menlo Park, Ca
  • California Federal Savings
    Northern California Division Administration
    California Federal Savings 1986 - 1988
    San Francisco Bay Area
  • California Alumni Association
    Lair Of The Bear, Camp Blue Staff
    California Alumni Association Jun 1982 - Sep 1985
    Pinecrest, California
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Kenny B. Bauer, Cfp®, Ea Skills

Strategic Financial Planning Wealth Management Estate Planning Investment Advisory Retirement Planning Investment Management

Kenny B. Bauer, Cfp®, Ea Education Details

Frequently Asked Questions about Kenny B. Bauer, Cfp®, Ea

What company does Kenny B. Bauer, Cfp®, Ea work for?

Kenny B. Bauer, Cfp®, Ea works for Rockwood Wealth Management

What is Kenny B. Bauer, Cfp®, Ea's role at the current company?

Kenny B. Bauer, Cfp®, Ea's current role is Principal at Rockwood Wealth Management.

What is Kenny B. Bauer, Cfp®, Ea's email address?

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Kenny B. Bauer, Cfp®, Ea's direct phone number is +121534*****

What schools did Kenny B. Bauer, Cfp®, Ea attend?

Kenny B. Bauer, Cfp®, Ea attended University Of California, Santa Barbara, University Of California, Berkeley, University Of California, Berkeley, Saint Ignatius College Preparatory.

What are some of Kenny B. Bauer, Cfp®, Ea's interests?

Kenny B. Bauer, Cfp®, Ea has interest in Social Services, Children.

What skills is Kenny B. Bauer, Cfp®, Ea known for?

Kenny B. Bauer, Cfp®, Ea has skills like Strategic Financial Planning, Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, Investment Management.

Who are Kenny B. Bauer, Cfp®, Ea's colleagues?

Kenny B. Bauer, Cfp®, Ea's colleagues are Catherine Morgan, Cfp®, Kyle Q., Robert M Vogel, Cfp®, Michael Flaten, Renee Schuster, Mba, Cfp®, Joyce Toal, Jade Meier, Cfp®.

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