Bethany Beach, DE — Robert S. Jeter II, CFP®, CRPC®, Founder and Financial Advisor at Back Bay Financial Planning & Investments, LLC, has successfully completed the Tax Planning Certified Professional™ (TPCP™) designation, further strengthening the firm’s focus on advanced, forward-looking tax planning.
The TPCP™ designation is an intensive, practitioner-focused program designed specifically for experienced financial professionals seeking deeper expertise in proactive tax planning strategies. The curriculum emphasizes multi-year tax analysis, retirement income planning, charitable planning, and strategies designed to help clients reduce lifetime tax exposure—particularly during major life transitions such as retirement, relocation, or changes in income.
“Tax planning is one of the most impactful yet often overlooked areas of financial planning,” said Jeter. “Completing the TPCP™ designation enhances my ability to help clients make smarter decisions not just for this year’s tax return, but across their entire financial lives.”
Back Bay Financial Planning & Investments is a fee-only, fiduciary advisory firm focused on comprehensive financial planning and investment management. The firm works closely with individuals and families navigating complex financial decisions, with an emphasis on coordination between investments, retirement planning, and tax strategy.
The completion of the TPCP™ designation reflects Jeter’s ongoing commitment to professional education and delivering thoughtful, integrated advice in an increasingly complex tax environment.
About Back Bay Financial Planning & Investments, LLC
Back Bay Financial Planning & Investments, LLC is a fee-only, fiduciary financial advisory firm providing personalized financial planning and investment management services. The firm operates by appointment and serves clients seeking clarity, confidence, and long-term financial guidance.
