Gabriel Motta (CFP®, MBA)
Gabriel Motta focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Baby Boomers
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Specializing in tax efficient investing, retirement planning for pre-retirees, Baby Boomers, retirees, inheritance, high net worth individuals and high income professionals with stock compensation.
Additional Information
By listening carefully to goals, concerns, and priorities, I provide objective guidance to help bring clarity to complex decisions. The goal is to weigh options thoughtfully and build a course of action that inspires confidence.
NAPFA Start Date
January 28, 2019
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