Gabriel Motta (CFP®, MBA)
Gabriel Motta focuses in the
following client markets or areas of practice:
- Baby Boomers
- ExPat and Cross Border Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- ExPat and Cross Border Issues
- 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 navigate complex financial decisions with clarity and confidence. He provides comprehensive retirement planning and income strategies designed to convert accumulated savings into sustainable, tax-efficient income throughout retirement. His tax-aware approach integrates investment management, withdrawal planning, and long-term tax strategy to help reduce lifetime tax liability. Gabriel also advises clients on complex compensation structures, including stock options and restricted stock units (RSUs), and helps coordinate estate and legacy planning to ensure wealth is transferred efficiently. As a fee-only fiduciary and a Certified Financial Planner certification professional, Gabriel works with clients through major life transitions such as early retirement, career changes, and relocation, providing practical, objective guidance aligned with their long-term financial goals.Additional Information
Gabriel Motta is a Certified Financial Planner certification professional and holds an MBA, with experience in both corporate finance and personal financial advising. He works with early retirees, pre-retirees (50+), and high-income professionals, helping them navigate complex financial decisions and plan for confident, tax-efficient retirements. As a fee-only fiduciary, Gabriel provides objective advice that is aligned with his clients’ goals rather than product sales. He specializes in retirement income planning, tax-aware investment strategies, equity compensation and stock option planning, and estate and legacy coordination. Gabriel takes a disciplined and practical approach, ensuring that each financial plan is tailored to the client’s unique circumstances, risk tolerance, and long-term objectives. Outside of work, Gabriel enjoys traveling, exploring new cities, hiking, and spending time in local cafés meeting new people and learning about their stories.
NAPFA Start Date
January 28, 2019
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