Brenna R. Baucum, CFP^®

CTS™

Founder

Collective Wealth Planning

1115 Madison St NE # 1076
Salem, OR 97301

FINANCIAL ADVISOR'S WEBSITE

www.collectivewealthplanning.com

(503) 476-1142 CONNECT WITH Brenna

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

CWP offers project-based financial planning engagements (3-6 months for a flat fee) and wealth management (based on a percentage of assets under management).

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

Our Story

General

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

Financial Advisor Overview

Collective Wealth Planning provides proactive, tax-efficient retirement planning for Oregon public employees and retirees.

Financial Advisor Experience

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. Money is both practical and emotional; therefore, I use a parallel planning approach. We'll talk about your numbers, and we'll talk about how you feel about those numbers. I view my role as a facilitator of the planning process, not a director. Together, we'll co-create a financial plan that will empower you to support what you care about. 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

CWP offers project-based financial planning engagements (3-6 months for a flat fee) and wealth management (based on a percentage of assets under management).