Brenna Baucum, CFP®, CTS™
Proud to be women-owned and based in Salem, Oregon
Brenna is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Tax Specialist™. She is passionate about making a difference in the lives of her client families and her communities. In 2017, she earned the FPA Oregon SW Washington Chapter’s Volunteer of the Year Award and, in 2020, the Salem Chamber‘s Outstanding Young Professional Award. If you’re local to Salem, you’ve likely seen her emceeing a fundraising event for Rotary or packaging bulk food for the Marion Polk Food Share. Community involvement is a huge part of her life.
With nearly a decade of industry experience, Brenna is also passionate about elevating the financial planning profession. In addition to serving her client families, she trains other advisors worldwide on financial psychology as a consultant for Money Quotient. She also co-founded Women’s Worth, which strives to educate, coach, and empower women and their relationships with money.