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January 2023 Message – Happy New Year and Welcome

Jan12023
NewsVlogs

Happy New Year!

We’re excited to welcome you to the official launch of Collective Wealth Planning. Listen to founder Brenna Baucum as she shares the why behind her decision to start the practice.

Author: Brenna Baucum

https://collectivewealthplanning.com/

CERTIFIED FINANCIAL PLANNER™ professional

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Address: 393 State St. Ste 230 Salem, OR 97301

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© Collective Wealth Planning 2025

Collective Wealth Planning, LLC is a licensed investment adviser in Oregon. The firm may only transact business in other states if first licensed or excluded from licensing requirements. Transacting securities or rendering investment advice for compensation will not be made prior to compliance with licensing requirements or a valid exclusion from licensing. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. All written content on this site is for information purposes only. Opinions expressed herein are solely those of CWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
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