The Story of Trella Wealth

Trella is a fee-only firm built to help professionals in their 50s & 60s build a retirement income plan they can actually trust:

The Name

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.

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.

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The Family

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.