Philip  Gibson

Philip Gibson

| Ph.D., CFP®

Elation Wealth

832-715-7190

Contact Me

Fee-Only Financial Planner serving the Charlotte, NC area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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1010 Kenilworth Ave
Charlotte, NC 28204

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Philip Gibson is a Charlotte, NC Fee-Only Financial Planner serving Charlotte and all surrounding areas. Elation Wealth specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Philip Gibson is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Hi, I'm Philip a CERTIFIED FINANCIAL PLANNER ™ and the founder of Elation Wealth, LLC.  I started Elation Wealth to help hardworking individuals and families live their best financial life possible.
As a finance professor, I have had the privilege of teaching many students who currently work as financial advisors. My research has been cited by the Wall Street Journal, CNN Money, Reuters, among other well-known media outlets.
Given given my background as a professor, I am knowledgeable and current on trends in financial planning. When I am not teaching, I enjoy helping motivated individuals solve their financial problems. There is no problem too big nor too small

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Elation Wealth is a virtual, fee-only, financial planning, and investment management firm focused on serving young professionals, educators, and baby boomers.

 

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