Brenna R. Baucum,  CFP<sup>&reg;</sup> - Financial Advisor

Brenna R. Baucum, CFP®

Director of Education and Communication

Money Quotient

1045 NE Oneonta St
Portland, OR 97211
FINANCIAL ADVISOR'S WEBSITE
(360) 697-4561 CONNECT WITH Brenna
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General

Brenna Baucum is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Money Quotient in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Getting Married, Identity Theft, Life Planning, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Women's Finances

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