Hi, I'm Brenna Baucum, 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 the video on my profile page, 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.
➕ Learn More About Brenna Baucum
Brenna is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Tax Specialist™. She is passionate about making a difference in the lives of her client families and her communities. In 2017, she earned the FPA Oregon SW Washington Chapter’s Volunteer of the Year Award and, in 2020, the Salem Chamber‘s Outstanding Young Professional Award. If you’re local to Salem, you’ve likely seen her emceeing a fundraising event for Rotary or packaging bulk food for the Marion Polk Food Share. Community involvement is a huge part of her life.
With a decade of industry experience, Brenna is also passionate about elevating the financial planning profession. In addition to serving her client families, she trains other advisors worldwide on financial psychology as a consultant for Money Quotient. She also co-founded Women’s Worth, which strives to educate, coach, and empower women and their relationships with money.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Tax Specialist (CTS)
Affiliations
Fee Only Network
Financial Planning Association
National Association of Personal Financial Advisors
Click the 'Book Intro Call' button above to schedule a free introductory call. You can expect us to ask many questions and actively listen to your responses. We’ll share a bit about the practice, how we work with client families and answer any questions you might have. We’ll then mutually identify the next right step. Every client is looking for something different; we want to be sure we’re a fit before we move forward. I look forward to connecting with you.
Offers Investment Management
Yes
About our Firm
Collective Wealth Planning provides proactive, tax-efficient retirement planning using a life-centered approach. We are a high-touch, client-first, boutique practice that provides the pathway to pursue your unique definition of success.
Who We Serve:
✅ OREGON PUBLIC EMPLOYEES: You’re an Oregon PERS employee 5-10 years from retirement. You’ve waded through OPSRP, IAP, OSGP, and the myriad of other acronyms that come with our state retirement system. You’re ready to figure out how they all fit together and support your future.
✅ RETIREES: Retirement doesn’t mean you’ve stopped looking for ways to ensure a life of contentment. You want to explore the opportunities and challenges unique to this season of life, including tax planning, legacy planning, and developing a philanthropic philosophy.
How We Do It:
✔️ Financial Planning: Gain clarity on your current financial scenario, set meaningful goals, and co-create a path to get there with our three to six-month financial planning process.
✔️ Wealth Management: Align your wealth with what matters most through this wrap-around, ongoing service that includes financial planning and investment management.
Education
University of Oregon, BA in Journalism | College of Financial Planning, CFP® Educational Coursework | Institute for Business & Finance, CTS™ Educational Coursework
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