Office Location:
3565 Piedmont Rd NE
Bldg 4
Atlanta, GA 30305
Caleb Petersen understands that achieving financial success requires more than just knowledge—it’s about the relationship built on trust and clear communication. After graduating from Saginaw Valley State University, Caleb started his career at Bankers Life and moved on to Northwestern Mutual. Realizing the need to work in a larger market, Caleb relocated to Atlanta in 2023 to expand his reach and serve a broader client base.
At Consolidated Planning, Caleb found a firm that values relationships over transactions and helps clients understand and manage their wealth in a way that aligns with their goals. His approach is centered around empowering clients with the knowledge they need to make informed choices and feel confident in their financial decisions.
Caleb primarily works with tech professionals, healthcare workers, business owners, and nonprofits, focusing on helping them make decisions that will improve their financial futures. His mission is simple: to provide a holistic view of clients’ financial lives and offer personalized advice that evolves as their needs change.
Outside of work, Caleb loves spending time outdoors, playing sports, and traveling with his family. His long-term goals include becoming a trusted resource for clients and continuing to grow both personally and professionally.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning, Inc. is not an affiliate or subsidiary of Guardian.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
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