Brenna Baucum
CFP®
Collective Wealth Planning
Collective Wealth Planning
Brenna Baucum
CFP®
Collective Wealth Planning
Collective Wealth Planning
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brenna Baucum, CFP®
We're proud to be a woman-owned fee-only financial planning practice located in Salem, OR, serving clients locally and across the country.
Meet Brenna Baucum
My core values are growth and connection, and I can’t think of a better profession to foster those than financial planning. I’ve been in Oregon most of my life, in Salem since 2007, and in this field since 2013. I am passionate about helping clients grow and connect with what is most meaningful to them.
Collective Wealth Planning serves public employees and retirees looking to align their resources and values. We offer project-based financial planning for a flat fee and wealth management for a percentage of assets under management. You can find transparent pricing and details about these services on our website.
I look forward to learning a bit about your story, what drives you and how we can collaborate to make your world - our world - a little bit better.
Brenna Baucum is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Brenna Baucum
Office Locations:
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1115 Madison St NE
Salem, OR 97301
