Brenna Jensen-Baucum (CFP®)
Brenna Jensen-Baucum focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Charitable Giving
- Estate & Generational Planning Issues
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- AUM
- Baby Boomers
- Charitable Giving
- Estate & Generational Planning Issues
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
Additional Information
- We specialize in serving Oregon public employees and retirees. - We meet with clients in person or virtually. - We offer project-based financial planning (short-term, flat fee). - We offer ongoing wealth management (long-term, fee determined by %). - We lead with tax efficiency and emotional intelligence.NAPFA Start Date
January 10, 2023