Trella Wealth

PJ Gibbs, CFP®, is the founder of Trella Wealth, a fee-only financial planning firm that provides comprehensive financial planning and investment management for families, pre-retirees, and retirees. With over six years of experience at a regional Registered Investment Advisor, PJ established Trella Wealth to offer a client-centered approach focusing on personalized, flexible, and actionable strategies. As a Certified Financial Planner™, PJ emphasizes clear and transparent communication, ensuring his clients are well-informed and confident in their financial decisions. He offers services like retirement planning, tax-efficient strategies, and investment management, always prioritizing clients' unique goals. Trella Wealth operates on a fee-only basis, meaning it does not earn commissions from selling products, ensuring that PJ's advice is always in the best interest of his clients. The firm's 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. PJ works closely with clients to help them prepare for retirement, manage their investments, and develop strategies for preserving and growing their wealth. When not helping clients simplify their financial lives, you can find PJ spending time with his wonderful wife and four kids, traveling, or looking for his golf ball.