Gerald Mota
Financial Advisor|ChFC®, RICP®
Personal
Gerald is a Colorado native who spent most of his childhood outdoors and playing sports. Gerald played Soccer at Metro State University of Denver while studying Business and Marketing. Gerald's athletic background taught him the value of hard work and positivity, which are two values he demonstrates at home and work. Gerald is married to his wife Katrina and they have a dog named Ramon. In his spare time, Gerald enjoys playing soccer, traveling, and spending time with friends and family!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Gerald has served his clients with Northwestern Mutual since 2012. He holds a leadership role as Field Director in Greenwood Village. Gerald coaches and mentor's other Financial Representatives on how to build and sustain a financial planning practice.
Designations and Awards
- Gerald is a Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®)
- National Association of Financial Advisors: Quality Award 2014-2024
- Million Dollar Round Table Qualifier 2018-2019, 2019-2020, 2020-2021, 2021- 2022, 2022-2023, 2023-2024
Personal Education
Metropolitan State University of Denver: Business and Marketing
Here are my areas of expertise
Financial Planning
Investment Planning & Strategies
Retirement Planning & Income Strategies
Estate Planning
Education Planning & Funding
Life Insurance Strategies
Disability Planning
Multigenerational Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
