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

Principal at Rockwood Wealth Management at Rockwood Wealth Management
Location: Doylestown, Pennsylvania, United States 8 work roles 4 schools
1 work email found @rockwoodwealth.com 2 phones found area 215 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email k****@rockwoodwealth.com
Direct phone (215) ***-****
LinkedIn Profile matched
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Current company
Rockwood Wealth Management
Role
Principal at Rockwood Wealth Management
Location
Doylestown, Pennsylvania, United States
Company size
21 employees

Who is Kenny B. Bauer, Cfp®, Ea? Overview

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Quick answer

Kenny B. Bauer, Cfp®, Ea is listed as Principal at Rockwood Wealth Management at Rockwood Wealth Management, a with 21 employees, based in Doylestown, Pennsylvania, United States. AeroLeads shows a work email signal at rockwoodwealth.com, phone signal with area code 215, and a matched LinkedIn profile for Kenny B. Bauer, Cfp®, Ea.

Kenny B. Bauer, Cfp®, Ea previously worked as Principal at Rockwood Wealth Management and Private Client Advisor at Rockwood Wealth Management. Kenny B. Bauer, Cfp®, Ea holds Bachelor Of Arts (Ba), Business Economics from University Of California, Santa Barbara.

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Email format at Rockwood Wealth Management

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*@rockwoodwealth.com
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AeroLeads found 1 current-domain work email signal for Kenny B. Bauer, Cfp®, Ea. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Strategic Financial Planning, Wealth Management, Estate Planning, Investment Advisory, and 2 others.

Current workplace

Kenny B. Bauer, Cfp®, Ea's current company

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Rockwood Wealth Management
Rockwood Wealth Management
Principal at Rockwood Wealth Management
new hope, pennsylvania, united states
Website
rockwoodwealth.com
Employees
21
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8 roles · 41 years

Kenny B. Bauer, Cfp®, Ea work experience

A career timeline built from the work history available for this profile.

Private Client Advisor

Rockwood Wealth Management

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.

Aug 2017 - Jul 2020

Chief Of Administrative Services

Marin County District Attorney'S Office

San Rafael, Ca

1994 - 1997 ~3 yrs

Administrative Services Officer

Marin County

San Rafael, Ca

1991 - 1993 ~2 yrs

Administration Supervisor / Treasury Analyst

Centura Software / Gupta Technologies

Menlo Park, Ca

1988 - 1991 ~3 yrs

Northern California Division Administration

California Federal Savings

San Francisco Bay Area

1986 - 1988 ~2 yrs
Team & coworkers

Colleagues at Rockwood Wealth Management

Other employees you can reach at rockwoodwealth.com. View company contacts for 21 employees →

JM Jade Meier, Cfp® Jade Meier, Cfp® Colleague at Rockwood Wealth ManagementGreater Philadelphia, United States View → BH Benjamin Herman Benjamin Herman Colleague at Rockwood Wealth ManagementWarminster, Pennsylvania, United States View → TR Travis Roe-Raymond, Cfa, Cfp® Travis Roe-Raymond, Cfa, Cfp® Colleague at Rockwood Wealth ManagementNew York City Metropolitan Area, United States View → JH John Helvie, Dpt John Helvie, Dpt Colleague at Rockwood Wealth ManagementPhiladelphia, Pennsylvania, United States View → CS Carlie Shorr Carlie Shorr Colleague at Rockwood Wealth ManagementFort Washington, Pennsylvania, United States View → JW Jackson West Jackson West Colleague at Rockwood Wealth ManagementWashington Crossing, Pennsylvania, United States View → MF Michael Flaten Michael Flaten Colleague at Rockwood Wealth ManagementGreater Philadelphia, United States View → PM Paige Marlow Paige Marlow Colleague at Rockwood Wealth ManagementGreater Philadelphia, United States View → GB Gerri Broadbent Gerri Broadbent Colleague at Rockwood Wealth ManagementNew Hope, Pennsylvania, United States View → SF Sam Feldbaum, Mst, Cfp® Sam Feldbaum, Mst, Cfp® Colleague at Rockwood Wealth ManagementGreater Philadelphia, United States View →
4 education records

Kenny B. Bauer, Cfp®, Ea education

Education record

Saint Ignatius College Preparatory
FAQ

Frequently asked questions about Kenny B. Bauer, Cfp®, Ea

Quick answers generated from the profile data available on this page.

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 Rockwood Wealth Management?

Kenny B. Bauer, Cfp®, Ea is listed as Principal at Rockwood Wealth Management at Rockwood Wealth Management.

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

AeroLeads has found 1 work email signal at @rockwoodwealth.com for Kenny B. Bauer, Cfp®, Ea at Rockwood Wealth Management.

What is Kenny B. Bauer, Cfp®, Ea's phone number?

AeroLeads has found 2 phone signal(s) with area code 215 for Kenny B. Bauer, Cfp®, Ea at Rockwood Wealth Management.

Where is Kenny B. Bauer, Cfp®, Ea based?

Kenny B. Bauer, Cfp®, Ea is based in Doylestown, Pennsylvania, United States while working with Rockwood Wealth Management.

What companies has Kenny B. Bauer, Cfp®, Ea worked for?

Kenny B. Bauer, Cfp®, Ea has worked for Rockwood Wealth Management, Marshall Financial Group, Marin County District Attorney'S Office, Marin County, and Centura Software / Gupta Technologies.

Who are Kenny B. Bauer, Cfp®, Ea's colleagues at Rockwood Wealth Management?

Kenny B. Bauer, Cfp®, Ea's colleagues at Rockwood Wealth Management include Jade Meier, Cfp®, Benjamin Herman, Travis Roe-Raymond, Cfa, Cfp®, John Helvie, Dpt, and Carlie Shorr.

How can I contact Kenny B. Bauer, Cfp®, Ea?

You can use AeroLeads to view verified contact signals for Kenny B. Bauer, Cfp®, Ea at Rockwood Wealth Management, including work email, phone, and LinkedIn data when available.

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

Kenny B. Bauer, Cfp®, Ea holds Bachelor Of Arts (Ba), Business Economics from University Of California, Santa Barbara.

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

Kenny B. Bauer, Cfp®, Ea is listed with skills including Strategic Financial Planning, Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, and Investment Management.

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