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Brenna Baucum, Cfp®, Cts™ Email & Phone Number
Fee-only financial planner for Oregon's public employees and retirees
at
Collective Wealth Planning
2 work emails found
@thehgroup.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Fee-only financial planner for Oregon's public employees and retirees
Location
Salem, Oregon, United States
Who is Brenna Baucum, Cfp®, Cts™? Overview
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Quick answer
Brenna Baucum, Cfp®, Cts™ is listed as Fee-only financial planner for Oregon's public employees and retirees at Collective Wealth Planning, based in Salem, Oregon, United States. AeroLeads shows a work email signal at thehgroup.com and a matched LinkedIn profile for Brenna Baucum, Cfp®, Cts™.
Brenna Baucum, Cfp®, Cts™ previously worked as Founder, Financial Planner at Collective Wealth Planning. Brenna Baucum, Cfp®, Cts™ holds Certified Tax Specialist, Taxation from Institute Of Business & Finance.
Company email context
Email format at Collective Wealth Planning
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*@thehgroup.com
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AeroLeads found 2 current-domain work email signals for Brenna Baucum, Cfp®, Cts™. Compare company email patterns before reaching out.
Profile bio
About Brenna Baucum, Cfp®, Cts™
As a CFP®, I have spent over a decade focusing on the connection between money and values. Fostering greater purpose with my client families while elevating the financial planning profession is core to who I am. I am an Enneagram 3 (the Achiever) and 8 (the Challenger), and a Kolbe 8/5/4/4. I love learning, gardening, and being an active member of my community. I excel at throwing parties, am okay at running, and am terrible at portion control when it comes to dessert.
Listed skills include Personal Financial Planning, Holistic Financial Planning, Financial Planning, Financial Advisory, and 26 others.
Current workplace
Brenna Baucum, Cfp®, Cts™'s current company
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1 role
Brenna Baucum, Cfp®, Cts™ work experience
A career timeline built from the work history available for this profile.
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Founder, Financial PlannerI 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.
3 education records
Brenna Baucum, Cfp®, Cts™ education
Cfp Credentials, Financial Planning And Services
Bachelor Of Arts (Ba), Journalism
FAQ
Frequently asked questions about Brenna Baucum, Cfp®, Cts™
Quick answers generated from the profile data available on this page.
What company does Brenna Baucum, Cfp®, Cts™ work for?
Brenna Baucum, Cfp®, Cts™ works for Collective Wealth Planning.
What is Brenna Baucum, Cfp®, Cts™'s role at Collective Wealth Planning?
Brenna Baucum, Cfp®, Cts™ is listed as Fee-only financial planner for Oregon's public employees and retirees at Collective Wealth Planning.
What is Brenna Baucum, Cfp®, Cts™'s email address?
AeroLeads has found 2 work email signals at @thehgroup.com for Brenna Baucum, Cfp®, Cts™ at Collective Wealth Planning.
Where is Brenna Baucum, Cfp®, Cts™ based?
Brenna Baucum, Cfp®, Cts™ is based in Salem, Oregon, United States while working with Collective Wealth Planning.
What companies has Brenna Baucum, Cfp®, Cts™ worked for?
Brenna Baucum, Cfp®, Cts™ has worked for Collective Wealth Planning.
How can I contact Brenna Baucum, Cfp®, Cts™?
You can use AeroLeads to view verified contact signals for Brenna Baucum, Cfp®, Cts™ at Collective Wealth Planning, including work email, phone, and LinkedIn data when available.
What schools did Brenna Baucum, Cfp®, Cts™ attend?
Brenna Baucum, Cfp®, Cts™ holds Certified Tax Specialist, Taxation from Institute Of Business & Finance.
What skills is Brenna Baucum, Cfp®, Cts™ known for?
Brenna Baucum, Cfp®, Cts™ is listed with skills including Personal Financial Planning, Holistic Financial Planning, Financial Planning, Financial Advisory, Investment Management, Tax Planning, Retirement Planning, and Estate Planning.
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