Robert Jeter, CFP®, CRPC®

portrait of Robert Jeter CFP®, CRPC®

Not focusing just on your investments, InFocus and ClearView360™ help people build social security income claiming strategies,  designing and budgeting their retirement years, detailed tax planning, and implementing retirement income strategies to work towards making your money last as long as you do.  Retirement is a long period for which to plan and will require a credentialed team to navigate it’s challenges. InFocus Financial Advisors process is built to help you implement a strategy that will lead you to a confident retirement.  

 Robert is a CERTIFIED FINANCIAL PLANNER. Through his credentialing and status as an independent financial advisor, he maintains a fiduciary commitment to his clients. Robert is a  graduate of Salisbury University on Maryland’s Eastern Shore. Robert regularly speaks on a  vast range of retirement topics to private business, professional and non-profit organizations.  

Robert is active in giving back to the local community.  

  • Robert is a current Board Member of the Southern Delaware Estate Planning Council. A group of attorneys, accountants and financial professionals that promotes estate and financial planning education for professionals in Lower Delaware.
  • Mr. Jeter is also current member of the Professional Partners of the Eastern Shore, a group that promotes financial advisors, attorneys, and CPA’s working together for clients.
  • He was formerly board member for the Wicomico County Farm and Home show, an event that draws over 40,000 visitors annually.
  • He is a member of the Young Professionals of Salisbury.
  • He speaks regularly at local businesses, municipalities, non-profits and professional organizations educating individuals on preparing for retirement.
  • He currently teaches educational classes for the non-profit Delaware Money School on different retirement related topic several times a year.
  • He is a volunteer instructor for the Osher Lifelong Learning Institute through the University of Delaware speaking on different retirement related topics.
  • Robert, his wife Kelly, and his yellow lab Luna currently reside in Salisbury, MD.