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
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
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