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

Planning Specialties

Specializing in tax efficient investing, retirement planning for pre-retirees, retirees, inheritance and high income professionals with stock compensation.

Additional Information

As a fee-only, fiduciary financial advisor and Certified Financial Planner™ professional, Gabe is dedicated to helping individuals and families achieve financial clarity and confidence. Our fee-only approach means your goals always come first.

NAPFA Start Date

January 28, 2019

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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.