Profile

Mr. Philip (PJ) Wallin, CFP®, CPA/PFS, CPA

Founder/Lead Advisor,
Atlas Financial

Contact Details

Atlas Financial
9020 Stony Point Parkway
Suite 145
Richmond, VA 23235
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Primary: 8045570903
Mobile: 8045393549

Bio

PJ Wallin, Founder of Atlas Financial, is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™. As your wealth planning partner, he combines his accounting roots and his financial planning & investing acumen to provide you with the all-in-one Atlas Experience. Simplifying the process by eliminating multiple agents — a CPA, insurance advisor, investment advisor, financial planner, etc. — makes managing your finances easier, clearer and more effective.

Professional Credentials/Designations

  • CFP®
  • CPA
  • CPA/PFS

Serving Clients Living In

  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes