Broker Check
Phil Petersen

Philip Petersen is the President of Southeast Retirement Strategists.  With over 25 years of experience in the financial industry, Philip brings a thoughtful approach to his clients.  His well-rounded background, having represented both clients and financial institutions, has positioned him to provide informed and effective strategies to help ensure his clients achieve their short and long-term financial goals.  

As a trusted financial advisor, Phil strives to create life-long partnerships with his clients. With access to a network of CPAs and attorneys, Phil ensures all aspects of his client’s financial life are carefully considered.

Philip resides in Milton, Georgia, with his wife, Adrianne and daughter, Annika.  He received his B.A. from the University of Nebraska – Lincoln.  In his free time, Philip is an avid traveler who is passionate about cooking, wine, and jazz.