Kenny Bauer

Kenny B. Bauer is Principal and Private Client Advisor at Rockwood Wealth Management, where he provides comprehensive wealth management and financial planning services to high-net-worth individuals, families, and business owners. Based in Doylestown, PA, he serves clients across the United States and internationally, emphasizing personalized strategies that address multigenerational wealth management, legacy planning, and the unique needs of corporate executives and clients in financial transition.

With over two decades of experience, Kenny specializes in holistic financial planning, investment management, retirement planning, risk management, and tax-efficient wealth transfer. His strong focus on clients in transition and those planning for intergenerational wealth makes him a trusted advisor for those facing complex financial situations in sectors such as private client services, family enterprises, and small businesses.

Kenny holds a Bachelor of Arts in Business Economics from the University of California, Santa Barbara, and has pursued further studies in Economics and Civil Engineering at the University of California, Berkeley. He is an Enrolled Agent (EA) and Certified Financial Planner (CFP®), known for his fiduciary commitment and for guiding clients through significant life decisions as they accumulate, preserve, and transfer wealth.