Brenna Baucum
CFP®, CTS™
Collective Wealth Planning
Founder
Brenna Baucum
CFP®, CTS™
Collective Wealth Planning
Founder
Anything worth doing is worth doing intentionally. - Brenna Baucum, CFP®, CTS™
Collective Wealth Planning provides proactive, tax-efficient retirement planning using a life-centered approach.
Brenna Baucum is a fee-only Certified Financial Planner™ professional in Salem, Oregon. Her practice, Collective Wealth Planning, provides comprehensive and objective financial planning and wealth management services. She specializes in serving retirees, as well as public employees and professors who are 5-10 years from retirement. Wondering what a "life-centered approach" means? Click here.
Meet Brenna Baucum, CFP®, Founder of Collective Wealth Planning
"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. You can find the ‘why’ behind my decision to start the firm in this video, which I shared when the practice first launched.
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.
Empowering Resources for a Bountiful Harvest
Collective Wealth Planning is a fee-only financial planning and wealth management firm that serves public employees and retirees. They help client families align their resources with what they value most. Collective Wealth Planning is proud to be women-owned and call Salem, Oregon home.
As a fee-only, fiduciary, and independent financial advisor, Brenna Baucum is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice. Collective Wealth Planning offers project-based financial planning for a flat fee and wealth management for a percentage of assets under management. You can find transparent details for both on their website.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Philanthropic Planning
Ideal Clients
- Retirees
- 5-10 Years From Retirement
- Public & State Employees
- Educators & Professors
- Values Driven
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brenna Baucum is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brenna Baucum is a NAPFA-Registered Financial AdvisorThe 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.
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Brenna Baucum is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Brenna Baucum is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Brenna Baucum Serves on the Chemeketa Foundation Board of Directors
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Brenna Baucum is a Member of the Willamette Valley Estate Planning Council
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Brenna Baucum is Quoted on CNBC: "5 ways to trick yourself into saving money"
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Brenna Baucum is Featured on WealthManagement.com: "Mastering Effective Listening"
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Brenna Baucum is Quoted on Her Money: "8 FINANCIAL NEW YEAR’S RESOLUTIONS THAT COULD ACTUALLY CHANGE YOUR LIFE IN 2023"
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Brenna Baucum was a Speaker for Women's Worth: A Free Financial, End-of-Life, & Estate Planning Event Designed Especially for Women
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Brenna Baucum is Interviewed on Women's Retirement Radio Podcast
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Brenna Baucum is Featured in the Salem Reporter: "Salem young professional opens the way for women through financial advice"
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Brenna Baucum is Mentioned on Money Quotient
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Brenna Baucum Offers Idea to Fellow Rotarians on "Navigating Financial Advice"
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Brenna Baucum is Quoted by Reuters: "YOUR MONEY-Ditch the Resolution: Do a year-end review instead"
Contact Brenna Baucum
Office Locations:
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393 State St
Ste 220
Salem, OR 97301
