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Philip Gibson (CFP®, PhD)

Philip Gibson focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

My planning specialties include comprehensive financial planning, investment management, and retirement income strategies tailored to professionals, educators, and families. I also provide guidance on education funding, tax-efficient strategies, and risk management to help clients make confident, informed decisions. My approach integrates behavioral finance insights and academic research to create personalized plans that align finances with life goals.

Additional Information

I am a CERTIFIED FINANCIAL PLANNER™ professional and Professor of Finance who combines academic insight with practical experience to help clients make confident, informed financial decisions. My firm, Elation Wealth, is an independent, fee-only practice built around helping professionals, educators, immigrants, and families align their finances with their goals and values. With a background in research and teaching on topics such as retirement planning, investment management, and financial planning, I bring an analytical yet empathetic approach to every client relationship. I believe financial planning should be educational, empowering, and tailored to the unique circumstances of each client.

NAPFA Start Date

August 29, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Virtual Indian Land, SC 29707
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