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/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. I don’t make decisions for you, I make decisions with you. Progress often comes faster with a thinking partner, someone who will ask the right questions, offer perspective, and challenge ideas constructively. That’s the kind of relationship I aim to build from the start.

NAPFA Start Date

January 28, 2019

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