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
We specialize in working with pre retirees, retirees, and successful professionals. Our focus is on comprehensive financial planning, tax efficiency and investment management for retirees, high net worth clients, inheritance beneficiaries, and professionals navigating equity comp, big liquidity events, or alternative investments.
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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