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
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.