News and press releases for the Financially Simple team.
October 3, 2018
For the last six years, the Exit Planning Institute has honored advisors working to make a lasting impact in the area of exit planning. For his contributions toward advancement in the exit planning arena, Goodbread was one of nine CEPAs nominated for the EPI’s 2018 Excellence in Plannings awards.
July 2, 2018
At Financially Simple, we strive to ensure you walk a financially simple path and one of the ways we do that is through earning certifications. We are proud to announce that another badge of honor has been bestowed upon Justin Goodbread. He has now added the title of Certified Value Growth Advisor™ (CVGA™) to his list of CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor™, as well.
June 8, 2018
For the past couple of years, our fearless leader Justin Goodbread, CFP® has been hard at work to destroy the complexities of the financial world. Justin’s passion is to help take the complex subject of finances and make it simple. His motto is “Life is complicated, but money doesn’t have to be.” That’s why we here at Financially Simple are so proud to announce Justin’s distinguished honor of being named an Investopedia Top 100 advisor.
July 5, 2017
The Exit Planning Institute (EPI) is proud to announce that Justin Goodbread, CFP® earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive CEPA four-day executive MBA-style program in Chicago, Illinois. Justin Goodbread, CFP® joins an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs. The CEPA certification is the most widely accepted and endorsed program in the world.
February 14, 2017
Justin Goodbread, CEO of Heritage Investors, receives an invitation into the Forbes Finance Council. The invitation-only community is for executives in accounting, financial planning, wealth and asset management and investment firms. Justin joins other hand-selected Forbes Finance Council members, as part of a curated network of successful peers. Members get access to a variety of exclusive benefits and resources, including the opportunity to submit leadership articles and short tips on industry-related topics for publishing on Forbes.com.