Bauman Wealth Advisors

Kenton Fenno is a financial advisor with Bauman Wealth Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Gradient Wealth Management. Outside of his advisory work, he is involved in fixed insurance product sales through his sole proprietorship and ownership of an insurance agency. Bauman Wealth Advisors offers discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to build client programs aligned with their objectives and risk tolerances, often managing accounts on a discretionary basis and utilizing co-advisor model portfolios.

Vincent Garaventa is a CFP® with seven years of industry experience, currently serving at Bauman Wealth Advisors in Las Vegas, NV. His prior roles include positions at Mercer Global Advisors Inc., Fidelity Personal and Workplace Advisors, TD Ameritrade, and Ameriprise Financial Services. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a mix of fundamental, technical, and cyclical analysis combined with long- and short-term strategies, managing accounts primarily on a discretionary basis and utilizing co-advisor model portfolios managed by third parties.

Paolo Torres is a financial advisor at Bauman Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research Advisors, H & H Retirement Design and Management, and Ameriprise Financial Services. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to construct client programs aligned with stated objectives and documented risk tolerances, often managing accounts on a discretionary basis and utilizing co-advisor model portfolios.

Todd Bauman is a financial advisor with Bauman Wealth Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has held roles at multiple related firms, including Bauman Financial Group and Bauman Tax Solutions, and is involved in non-investment businesses such as mortgage loan origination and asset protection. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, and institutions, utilizing a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies. The firm typically manages accounts on a discretionary basis and offers access to co-advisor model portfolios.

Gavin Sandefur is a financial advisor at Bauman Wealth Advisors in Las Vegas, NV, holding a Series 65 designation with three years of industry experience. He has worked with Bauman Financial Group and Bauman Advisory Group since 2022. Outside of advisory services, he is also a licensed insurance agent. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to construct client programs based on stated objectives and risk tolerances, often managing accounts on a discretionary basis and utilizing co-advisor model portfolios.