Gabriel Motta (CFP®, MBA)
Gabriel Motta focuses in the
following client markets or areas of practice:
- Baby Boomers
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Gabriel Motta specializes in helping early retirees, pre-retirees (50+), and high-income professionals in tech, aerospace, and defense navigate complex financial situations with clarity and confidence. He provides retirement planning and income strategies designed to turn savings into reliable, tax-efficient income streams. His tax-aware approach ensures that investment coordination, withdrawals, and long-term planning are optimized to minimize taxes and maximize wealth. Gabriel also guides clients through complex compensation and equity decisions, including stock options and RSUs, while helping with estate and legacy planning to ensure wealth is transferred efficiently according to their wishes. Beyond these areas, he supports clients through major life transitions, career changes, relocation abroad, and early retirement, offering practical, actionable guidance that aligns with their goals as a fee-only fiduciary.Additional Information
Gabriel Motta is a CFP® and MBA with extensive experience in both corporate finance and personal financial advising. He works with early retirees, pre-retirees (50+), and high-income professionals in technology, aerospace, and defense, helping them navigate complex financial situations and plan for confident, tax-efficient retirements. As a fee-only fiduciary, Gabriel provides objective guidance, focusing on clients’ goals rather than product sales. He specializes in retirement income planning, tax-aware investment strategies, equity compensation and stock option management, and estate and legacy planning. Gabriel takes a practical, disciplined approach, ensuring that each financial plan is tailored to the client’s unique situation, risk tolerance, and long-term objectives. Outside of work, Gabriel enjoys traveling, exploring new cities, hiking, and getting coffee with potential clients to learn about their story.
NAPFA Start Date
January 28, 2019
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.