Jeff Jeter earns CEPA

Knoxville Advisor, Jeff Jeter Earns Prestigious CEPA® Designation

Heritage Investors Would Like to Congratulate Jeff Jeter for Earning His Certified Exit Planning Advisor Designation!

Heritage Investors always enjoys celebrating the personal and professional accomplishments of its team. As such, it is our honor and privilege to celebrate the recent CEPA® designation of our very own, Jeff Jeter. With his designation, Jeff adds to an already impressive list of credentials. Jeff will continue to serve our clients by helping them to reach their personal financial goals. But he is now able to help our business-owning clients to prepare for one of the biggest transitions of their lives… the eventual exit from their businesses.

The CEPA® designation is issued by the Exit Planning Institute and ensures that the recipient is in good standing with the EPI, and displays the competencies required for successful exit planning. The EPI’s CEPA® program is the most widely accepted and endorsed professional exit planning program in the world. Those who achieve such designation have successfully completed the Exit Planning Institute’s intensive 4-day executive MBA style program. With Jeff’s CEPA® designation, the entire Heritage Investors team is now part of the elite group of business advisors to have received this designation.

We are all so proud of Jeff, and can’t wait to see what he’s able to accomplish next. The next time you’re in the office, make sure to drop by Jeff’s office to congratulate him on this achievement!


Learn how Jeff and our team of CEPAs™ can help you realize your retirement goals.