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Collective Wealth Planning

Collective Wealth Planning is a fee-only financial planning and wealth management firm that serves Oregon public employees and retirees.

We help our client families align their resources with what they care about through financial planning (project-based plans for a flat fee) and wealth management (ongoing planning and investment management with the fee based on a percentage of assets under management). Founder Brenna Baucum is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Tax Specialist™. We're proud to be women-owned and call Salem, Oregon home.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Brenna Jensen-Baucum, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

393 State St Suite 220 Salem, OR 97301 Phone: +1 (503) 476-1142

Primary Office

393 State St Suite 220 Salem, OR 97301 Phone: +1 (503) 476-1142
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