PJ Gibbs, CFP®
Helping busy families & retirees create flexibility in their financial life
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Serving Clients Nationwide
Helping busy families & retirees create flexibility in their financial life
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About PJ Gibbs, CFP®
Hi, I'm PJ Gibbs. 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.
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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- The AGC
Primary Location
Bowling Green, KY
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 45 minute introductory call. Our goal in this meeting is to understand what your current pain points are and how you’ve approached your financial decisions to this point. We’ll also discuss the rest of our process to ensure we are a good fit before moving to the organizational meeting. I look forward to speaking with you.Offers Investment Management
Yes
About Trella Wealth
Trella Wealth is a fee-only firm built to help working families take control of their money to build wealth their way. (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.)
We offer services like retirement planning, tax-efficient strategies, and investment management, always prioritizing clients' unique goals. Trella Wealth operates on a fee-only basis, meaning we don't earn commissions from selling products, ensuring that the advice we provide is always in the best interest of our clients.
Our approach involves creating tailored financial plans that adapt to life's changes, with regular reviews to ensure clients stay on track toward their financial goals. We work closely with clients to help them prepare for retirement, manage their investments, and develop strategies for preserving and growing their wealth.
Education
University of Alabama, Manderson Graduate School of Business, MBA, Financial Risk | Western Kentucky University, Bachelor of Science, Financial Management, Certificate in Financial Planning
Hobbies and Interests
- Family
- Golf
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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