Back to Listing

Luminaries 2026 Rising Star
Garaventa, Vincent
CFP®, CEP®, APMA®, Vice President
Financial Planning/Tax Planning
Luminaries 2026 Impact Statement
Vincent Garaventa, CFP®, CEP®, APMA®, is a Vice President at Bauman Wealth Advisors and a standout example of what the next generation of financial advice can look like. In his first year with the firm, he grew an advisory practice from zero to more than $100 million in assets, serving 121 households and generating over $1.5 million in gross revenue, a pace most advisors spend a decade reaching. But Vincent's impact goes beyond his own book. He led a full digital transformation at Bauman Wealth Advisors, rebuilding the firm's technology, training, and operations from the ground up. Working alongside CEO and President Todd Bauman, he helped expand the firm into an integrated family office model that brings investments, estate planning, tax strategy, insurance, and healthcare planning under one in-house team.
