PJ Gibbs, CFP®
I was first exposed to financial planning during college. At that time, I thought the only jobs were in traditional commission based roles. So, I went on the get my MBA and ultimately spent time working as a financial analyst for a Fortune 100 company. While there, I found myself spending more time reading and researching personal finance topics and discovered the idea of fee-only financial planning. After obtaining the CERTIFIED FINANCIAL PLANNER™ designation, I spent the next six and a half years working for a regional Registered Investment Advisor before founding Trella Wealth.
Trella Wealth
The name Trella comes from my two kids Tripp (Philip III) and Ella. I wanted to build a firm that allows me to help clients build their best life while also supporting mine.
Trella is a fee-only firm built to help working families take control of their money to build wealth their way. We are proud members of the following organizations:
When not helping clients simplify their financial decision making, I’m a dad to four kids. We’ve just hit the phase of life where most nights are spent shuttling the kids to baseball, soccer, and dance.
I’m lucky enough to have the most supportive & understanding wife who supports my mild (she may disagree how mild) golf addiction. I’m not good, but I’m determined to get better.
We can help.
Organize your finances
As life develops, we all open accounts scattered around. Consolidate everything so you can keep clear line of sight on your finances
Build a plan
We often choose our benefits based on what others are doing. Let’s make a personal plan that will maximize your wealth for your family.
Focus on life
With a plan in place and us as a partner, you can focus on your family and advancing in your career.