With over three years of experience throughout the financial services industry Phil is a dynamic and high energy leader with extensive experience in banking, customer service and consulting. Throughout his career, Phil has a proven track record of success and consistency. This includes exceeding customer expectations, building relationships and directly contributing to client’s portfolio growth through innovative strategies and solutions.
Phil has enjoyed the opportunity to manage a wide variety of clients from families who are buying their first home to investors expanding their real estate and investment portfolios and beyond encompassing a full range of financial planning areas.
By working together, Phil can help develop a complete tailored strategy to enable you to achieve all of your financial goals.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW