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 specializes in retirement income planning and tax reduction strategies for high-income professionals transitioning from peak earning years into retirement. He provides comprehensive financial planning where investments, tax strategy, and retirement income work together in a single integrated plan, along with a retirement confidence score so clients know exactly where they stand. 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, real estate holdings, business interests, and sudden money situations including inheritances and legal settlements.Additional Information
Gabriel Motta is a Certified Financial Planner and MBA with experience in both corporate finance and personal financial advising. He works with high-income professionals navigating complex financial decisions before and during retirement, helping them reduce taxes, build integrated financial plans, and turn their wealth into reliable, tax-efficient retirement income. As a fee-only fiduciary, Gabriel provides objective advice aligned entirely with his clients' goals, not product sales. His clients typically have $1M or more in savings and are looking for a trusted advisor who sits on their side of the table. Inclinevest is custodied at Charles Schwab, Inc. and serves clients nationwide.
NAPFA Start Date
January 28, 2019
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