Brenna Baucum (CFP®)

Brenna Baucum focuses in the
following client markets or areas of practice:
- Baby Boomers
- Charitable Giving
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Charitable Giving
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
January 10, 2023