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

Brenna R. Baucum, CFP®

CTS™

Founder

Collective Wealth Planning

1115 Madison St NE # 1076
Salem, OR 97301
FINANCIAL ADVISOR'S WEBSITE
(503) 476-1142 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 Collective Wealth Planning in Salem, 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, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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