Back to Search Favorites List

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.)

Additional Information

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.

NAPFA Start Date

January 10, 2023

Download vCard
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.
Submit
Download vCard
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.

Submit