PJ Wallin CPA/PFS, CFP®
Atlas Financial specializes in providing fee-only financial planning, investment management, and tax services to individuals, families, and business owners. Whether assisting a young lawyer starting his/her career or advising a seasoned business owner on selling a business, Atlas is proud to provide independent and unbiased assistance.
Atlas Financial was founded by PJ Wallin in 2014 with the goal of building lasting relationships with all of its clients. Using an all-inclusive approach, which PJ sees as the future of the wealth planning industry, Atlas eliminates the need for multiple agents such as a CPA, insurance advisor, and financial planner. The result is a clearer picture of your financial potential.
Wherever you see yourself going, Atlas will help you get there.
PJ Wallin is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ and has dedicated his professional life to the finance and accounting industries.
He started his career more than a decade ago in Chicago with Big 4 accounting firm KPMG, where he established a solid accounting foundation by working with several Fortune 1000 companies. Yearning to work more directly with stakeholders, PJ later joined a high-paced private wealth management firm here in Richmond, VA assisting high net worth individuals and families. Within 3 years, PJ was managing relationships with many prominent Richmond and Fredericksburg families. In addition to his relationship management role, PJ also oversaw the tax department and served as resident expert on complex tax and retirement planning strategies.
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. As an undergraduate, he balanced his busy class schedule with his roles as a member of the Varsity Men’s Swim Team and Kappa Sigma Fraternity.
While in the pool, PJ met Whitney, the love of his life. Originally from East Grand Rapids, Michigan, PJ cherishes his summer and holiday visits home to see family. PJ and his family reside in Richmond’s West End.
- Multiple Sclerosis Society – Board Member
- First Baptist Church – Deacon
- Junior Achievement – Active Volunteer
- First Things First – Daddy Boot Camp Veteran Dad
- Sports Backers – President’s Council Member
- YMCA – Masters Swim Coach
If you are interested in becoming an Associate Financial Advisor or Lead Financial Advisor for Atlas, please feel free to reach out to firstname.lastname@example.org and introduce yourself. Additionally, we are currently accepting applications for our Office Manager position. Email email@example.com for more details.
Fee-only means we provide advice for a fee. We do not receive any other form of compensation. We don’t sell products, earn commissions, have quotas or receive kickbacks like some other financial advisors.
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