Kenny Bauer, CFP®

Specialty: Executives in Transition

215-348-9393
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Education:

• BA, UCA Santa Barbara

In Financial Services since: 1989

With Marshall since:  1997

Past and present affiliations:

• Financial Planning Association
• Bucks County Estate Planning Council
• Boy Scouts of America, Bucks County Council

Get to know:

Kenny’s area of focus is financial planning for corporate executives, especially those in transition. Since joining Marshall in 1997, he has worked with C-suite clients from many companies in the pharmaceutical and biotech industries.

“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.”

Before working with corporate executives, Kenny served as Chief of Administrative Services for the District Attorney of Marin County, CA. He also gained experience at California Federal Bank, and as a Treasury Analyst at Centura Software Corporation in Menlo Park, CA.

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