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Justin Goodbread, CFP®, CEPA®, CVGA®

Partner

CEO,
Heritage Investors, LLC

Financial Services

First Generation Business


Work: (865) 690-1155
Heritage Investors, LLC
10641 Deerbrook Dr.
Suite 100
Knoxville, TN 37922

Justin Goodbread, CFP® CEPA, CVGA, is an entrepreneur and a family man as well as an outstanding financial planner and certified exit planning advisor. He started his first business at 16, a landscaping business that grew into a partnership.

In 2009, Justin founded Heritage Investors, where he helps individuals, businesses, and nonprofits attain their financial goals and prepare their businesses for transitions with strategic exit planning. Besides being a CERTIFIED FINANCIAL PLANNER™, Justin holds Series 7 and Series 66 licenses, qualifying him as a securities agent and an investment advisor representative. His most recently earned credential is that of CEPA (Certified Exit Planning Advisor). He holds an Associate’s degree in horticulture from Abraham Baldwin Agricultural College and a Bachelor’s degree in business management from the University of Phoenix.

Justin’s simplified educational approach takes the mystery out of investing, all while building long-lasting relationships with his clients, offering ongoing education and guidance to help them reach their financial goals.

When he is not working or puttering in his huge vegetable garden, Justin spends time with his wife, Emily, and his children, Savannah, Justus, and Jude. He is a member of Oak Ridge Baptist Church in Oak Ridge, Tennessee.

Stay connected with Justin's latest tips and perspectives on Twitter at @jgbread (https://twitter.com/jgbread) and his popular blog: financiallysimple.com.

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