Collective Wealth Planning
Financial Services • 
393 State St, Ste 230, United States • 1-10 Employees
Company overview
| Headquarters | 393 State St, Ste 230, Salem, Oregon 97301, US |
| Phone number | +15034761142 |
| Website | |
| NAICS | 52 |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
Key Contact at Collective Wealth Planning
Brenna Baucum
Founder, Financial Planner
Collective Wealth Planning Email Formats
Collective Wealth Planning uses 2 email formats. The most common is {first initial} (e.g., j@collectivewealthplanning.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@collectivewealthplanning.com | 66.7% |
{first name} | john@collectivewealthplanning.com | 33.3% |
About 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/
Collective Wealth Planning revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Collective Wealth Planning has never raised funding before.
Collective Wealth Planning Tech Stack
Discover the technologies and tools that power Collective Wealth Planning's digital infrastructure, from frameworks to analytics platforms.
Security
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Caching
JavaScript libraries
UI frameworks
Analytics
JavaScript libraries
JavaScript libraries
Miscellaneous
Security
Programming languages
Australia
Pakistan
United Kingdom
Spain
Frequently asked questions
4.8
40,000 users
