Brenna Baucum, CFP®
Owner, Lead Planner
Brenna Baucum founded Collective Wealth Planning to help individuals and families align their finances with what matters most. With nearly fifteen years of industry experience, Brenna has cultivated enduring client relationships, many spanning her career. Her values of growth and connection shine through in her thoughtful approach to financial planning, helping clients make meaningful decisions that create a lasting impact.
Her commitment to community is evident in her financial seminars and volunteer work, which has earned her honors, such as the Financial Planning Association’s Volunteer of the Year Award and the Salem Chamber Outstanding Young Professional Award.
Brenna has called Salem home since 2007, where she lives with her husband and daughter. After a serendipitous meeting on a flight in 2008, she and her husband were married on New Year’s Eve a few years later, welcoming their daughter on St. Patrick’s Day 2017. Their family loves making holidays extra special, creating memories that reflect the same joy and connection Brenna brings to her work.
Meitav Marom
Client Services Associate
Meitav is a Client Services Associate, where he supports the operational and client service side of the practice. His work behind the scenes helps ensure clients receive a smooth, responsive experience while allowing Brenna to focus on financial planning and client relationships.
Before entering the financial planning profession, Meitav worked in education and student development, serving on staff at the American Film Institute Conservatory and teaching at SKEMA Business School. Through those experiences, he developed a passion for helping people make informed decisions and work toward meaningful goals.
Today, Meitav is completing his CFP® education through UCLA Extension and is actively involved in the Financial Planning Association. Based in Los Angeles, he enjoys hiking, screenwriting, and comedy.
Our Affiliations
Behind-the-Scenes Specialists
The following professionals are not employees of Collective Wealth Planning but work independently to provide specialized support that enhances our operations and client experience. While you may not interact with them directly, their expertise helps us deliver exceptional service.
Operations Support
Our team works diligently to ensure precision, integrity, and efficiency at every level. Their expertise in helping the business to run well allows the team to be present with you.
Investment Partners
We partner with GeoWealth for ongoing investment management, support, and expertise. Their contributions are integral to delivering high-quality strategies and guidance.
Our Office
Our office is nestled in the historic Gray Building, a cornerstone of Downtown Salem since 1891, located at the vibrant intersection of State and Liberty Streets. Choosing this beautifully restored space reflects our belief in Salem’s rich history and promising future. Inside, you won’t find imposing furniture or massive desks creating barriers—instead, we’ve designed a welcoming environment that fosters open conversations and connection. We look forward to welcoming you there soon.
Let’s Connect
Have questions?
We look forward to hearing from you.
(503) 476-1142
hello@collectivewealthplanning.com
393 State St. Ste 230
Salem, OR 97301
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