PJ Wallin, CFP®, CPA Atlas Financial

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About PJ Wallin, CFP®, CPA

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.

 

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Ideal Clients

  • Attorneys
  • Generation X
  • Investment Banker & Private Equity Professionals
  • Those Seeking Enhanced Tax & Wealth Strategies

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

SEC Records

States Registered

  • Virginia

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