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

Our specialty is providing tax-efficient retirement planning and investment management to individuals in the tech and defense industries with or without equity compensation. As a fee-only, fiduciary, and independent financial advisor, Gabe Motta is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. We provide comprehensive financial planning, investment analysis and investment managment to busy professionals and retirees in order to help plan, grow and protect their money. Our “product” is our advice and our goal is simple – to help our clients achieve and sustain financial success and provide unbiased, fiduciary advice that supports your values and goals.

Gabe Motta is a Certified Financial Planner™ practitioner that is passionate about helping clients achieve success by prudently planning for retirement, investment management and other financial goals. Our clients are typically busy professionals that value the outsourcing of expertise. We start by reviewing your overall financial picture and concentrate primarily on "wealth management." This analysis includes not only investments and retirement planning but also the importance of estate planning (wills), income tax reduction, cash flow planning, risk reduction, insurance planning, debt planning, savings planning and more. Schedule a call here.

Additional Information

Financial advice is about more than just your investments. While investing will likely play a key role in building long term savings, it is only a fraction of your entire financial picture. A successful financial plan sets a framework that helps you achieve your financial goals and use your resources in the most efficient and effective way possible. It also allows you to anticipate and prepare for life transitions, a time when people have a tendency to make their biggest financial mistakes.

With the right financial plan and program, you can: