Philip J. Wallin,  CFP<sup>&reg;</sup> - Financial Advisor

Philip J. Wallin, CFP®

CPA/PFS

Founder & Lead Advisor

Atlas Financial

9020 Stony Point Parkway, Suite 145
Richmond, VA 23235
FINANCIAL ADVISOR'S WEBSITE
(804) 557-0903

General

Philip Wallin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Atlas Financial in Richmond, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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