Collective Wealth Planning
Collective Wealth Planning is a fee-only financial planning and wealth management firm that serves Oregon public employees and retirees. We help our client families align their resources with what they value most. We're proud to be women-owned and call Salem, Oregon home. https://collectivewealthplanning.com/disclosures/
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Verified contacts
2
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2
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1
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
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Annalisa MacEda
Client Services Associate · Customer/Client Service
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Brenna Baucum
Founder, Financial Planner · Finance & Accounting
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Top roles at Collective Wealth Planning
2 distinct titles indexed · top 2 shown.
- 1client services associate
- 1founder, financial planner
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