Pj Wallin
Financial Advisor at Valeo Financial Advisors LLC
- Role
- Financial Advisor at Valeo Financial Advisors LLC
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Oct 2019 — Present · Richmond, VA, US
As a personal financial advisor at Valeo Financial Advisors, I help individuals make informed financial decisions. This includes objective strategy within their cash flow, tax, investments, risk management, and estate planning. In aligning the client\'s interests with our comprehensive and fee-only approach, clients come away satisfied that they make the best decisions when evaluating all possible alternatives. With the firm\'s mandate on a limited number of clients, I feel confident that I can always proactively stay ahead of the pitfalls that can beset a client who is working with an advisor who is overextended or unreachable. To that, my professional goals center around being truly immersed in a client\'s situation to help assist as life dictates they make complicated decisions.
Education
The University of North Carolina at Chapel Hill
BSBA, Business
1999 — 2003
UNC Kenan-Flagler Business School
MAC, Accounting
2003 — 2004
Skills
- Auditing
- Estate Planning
- Financial Analysis
- Strategic Financial Planning
- Investment Advisory
- Financial Modeling
- Cpa
- Tax
- Wealth Management
- Financial Advisory
- Financial Planners
- Tax Planning & Compliance
- High Net Worth Individuals
- Investment Management
- Investments
- Financial Planning
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