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Brenna Baucum, CFP®, CTS™

Tax-Efficient Retirement Planning for Oregon Public Employees and Retirees

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Collective Wealth Planning Brenna Baucum, CFP®, CTS™
Salem, OR

Serving Clients Nationwide

Tax-Efficient Retirement Planning for Oregon Public Employees and Retirees

(503) 476-1142

Website

Areas of Focus

  • Employee Benefits
  • Giving
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

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
  • XY Planning Network

Primary Location

393 State St Suite 240, Salem, OR 97301

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

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

Badges

Hobbies and Interests

  • Family
  • Gardening
  • Running
  • Volunteering

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Who We Serve

  • Baby Boomers
  • Dual Income Family
  • Families
  • Gen X
  • Government Employees
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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