Philip Wallin (CFP®, CPA)

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

Baby Boomers

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Valeo Financial Advisors was founded to enhance and streamline the financial lives of successful individuals, families, and business owners. Atlas combines financial planning, investments, and taxes to provide you with the all-in-one Atlas Experience.

All-in-one advisors are the future of the wealth planning industry. Simplifying the process by eliminating multiple agents — a CPA, insurance consultant, investment advisor, financial planner, etc. — makes managing your finances easier, clearer and more effective.

Additional Information

PJ Wallin is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ with over 10 years of finance and accounting industry experience.

During his career, PJ has been quoted in many notable national publications such as Forbes, InvestmentNews, and Reuters.

Working with people to help them define and achieve their goals brings PJ the greatest professional satisfaction. Whether assisting a young lawyer starting his career or advising a seasoned business owner selling his business, PJ is proud to call himself a fee-only financial advisor, providing independent, unbiased assistance in the areas of financial planning, investments, and tax services.

PJ received his Master of Accounting and BS in Business Administration as an out-of-state entrant to the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. During his time in Chapel Hill, he was a 4 year member of the Division 1 men's swimming team.