Who We Are
Justin Goodbread, CFP, CEPA, CVGA
Chief Strategy Officer,
WealthSource Partners
Financial Services
First Generation Business
Work: (865) 690-1155
WealthSource Partners
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. In 2022, Heritage Investors, Heritage Business Advisors and Financially Simple were acquired by WealthSource® and its affiliates. 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 at NorthStar Church in Knoxville, TN.
Stay connected with Justin's latest tips and perspectives on Twitter at @jgbread (https://twitter.com/jgbread) and his popular blog: financiallysimple.com.
Disclosure: Justin Goodbread (“Goodbread”) is an Investment Adviser Representative of WealthSource® Partners, LLC. Registration is not an endorsement by securities regulators and does not imply any certain level of skill or training.
The statements expressed by Goodbread do not represent the views or opinions of WealthSource or of WealthSource’s other associated or affiliated persons, are presented for informational and educational purposes only, and should not be construed as legal, tax, accounting or investment advice. You should consult with a professional advisor before implementing any strategy to determine how it may apply to your specific situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that any investment or strategy will be suitable or profitable for you or that it will meet or exceed any particular benchmark.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.