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Linda Jensen, Esteemed Financial Planner and Business Advisor, Earns the Prestigious CEPA Credential

Heart Financial Group is thrilled to announce that Linda Jensen, Principal and Owner, has recently acquired the coveted Certified Exit Planning Advisor (CEPA) credential. This accomplishment further solidifies Linda’s sterling reputation in business advising.
Linda Jensen, an embodiment of lifelong learning and entrepreneurship, has been self-employed her entire life. She began her illustrious career as a financial advisor in 1994 with Prudential Preferred Financial Services, where she served as an agency leader in Tacoma, Washington, for three years. Since founding Heart Financial Group in 1997, Linda has guided countless individuals and business owners toward fulfilling their financial dreams and goals.
With the newly earned CEPA certification, Linda’s expertise in retirement planning, estate planning solutions, and leveraging corporate cash for owner benefits is further enhanced. The CEPA credential signifies her deep understanding of the complexities and nuances of exit planning strategies, underscoring her ability to provide creative solutions to complex dilemmas.

Linda’s passion for establishing meaningful connections with business owners sets her apart from her peers. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling, and serve as a referral service.” This empathy and her newly expanded knowledge base make Linda an invaluable asset to any business owner planning their exit strategy.

Being recognized as a member of the Exit Planning Institute’s international community of CEPAs is a testament to Linda’s dedication to her craft and unwavering commitment to her clients. This membership recognizes Linda’s expertise and opens up a world of opportunities for further growth and success as a business advisor.

In addition to her professional accomplishments, Linda cherishes her personal life in the Pacific Northwest. Married to her college sweetheart, Brad, Linda is a proud mother of two and a doting grandmother to five grandchildren. Her love for learning extends beyond her professional life, as she is an avid reader and enjoys hiking, sewing, and cooking.

To learn more about Linda Jensen and Heart Financial Group, visit








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