Brenna Baucum
Financial planner for Oregon\'s public employees and retirees
- Role
- Founder, Financial Planner at Collective Wealth Planning
- Location
- Salem, OR, US
- LinkedIn followers
- 500 followers
About Brenna Baucum
As a CFP®, I have spent nearly 15 years focusing on the connection between money and…
Experience
Founder, Financial Planner
Dec 2022 — Present · US
I founded Collective Wealth Planning to provide proactive, life-centered financial planning to public employees and retirees. Through a client-first approach, the firm provides the pathway to help our client families pursue their unique definition of success. We co-create a unique financial plan for each client, with a focus on aligning values and resources (financial and non-financial). We serve as a thought partner for our clients, distilling their options clearly and empowering them to make the best choice.
Skills
- Event Management
- Corporate Communications
- Fiduciary Services
- Microsoft Excel
- Investment Management
- Social Security
- Professional Conduct
- Leadership
- Powerpoint
- Financial Advisory
- Video Editing
- Interpersonal Communication Abilities
- Public Relations
- Social Media
- Retirement Planning
- Tax Planning
- Organizational Effectiveness
- Personal Financial Planning
- Photoshop
- Outlook
- Microsoft Word
- Social Media Outreach
- Interviewing Skills
- Insurance Planning
- Estate Planning
- Inheritance Tax Planning
- Cross-Cultural
- Holistic Financial Planning
- Social Networking
- Financial Planning
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