Brenna Baucum, CFP®
Retirement planning for Oregon PERS members & retirees
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Serving Clients Nationwide
Retirement planning for Oregon PERS members & retirees
Areas of Focus
- Employee Benefits
- Giving
- Investment Management
- Retirement Planning
- Taxes
About Brenna Baucum, CFP®
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.
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. 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 nearly 15 years 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 Willamette Wealth Collective, which strives to educate, coach, and empower women and their relationships with money.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
393 State St Suite 230, Salem, OR 97301
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Before our conversation, you'll receive a video overview, along with an invitation to fill out an introductory form sharing what you're comfortable. This meeting is a chance for us to get to know one another. We’ll ask questions about what prompted you to reach out, what you’re hoping for in an advisory relationship, and whether our ongoing planning and investment management service may be the right fit. There is no pressure to make a decision during the meeting. The goal is to determine whether there is a mutual fit and, if so, what the next step would look like.Offers Investment Management
Yes
About Collective Wealth Planning
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:
✔️ Hourly Oregon PERS Consultations: These focused, one-hour sessions are designed to help you understand your Oregon PERS benefits and make confident, informed decisions. Ideal for members who have reviewed PERS resources but want personalized clarity.
✔️ Wealth Management: Gain a financial thought partner for the long haul. Through ongoing investment management and financial planning, we’ll ensure your resources continue to support what you care about. Great for those five years from or in retirement.
Education
University of Oregon, BA in Journalism | College of Financial Planning, CFP® Educational Coursework | Institute for Business & Finance, CTS™ Educational Coursework
Hobbies and Interests
- Family
- Gardening
- Running
- Volunteering
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Dual Income Family
- Families
- Gen X
- Government Employees
- Living in Retirement
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