Gabriel Motta, CFP®, AWMA® Inclinevest

About Gabriel Motta, CFP®, AWMA®, MBA

Financial advisor for engineers & other tech professionals:

Gabe Motta is a Certified Financial Planner™ practitioner and President of Inclinevest. Inclinevest is a fiduciary financial planning and investment management firm dedicated to providing transparent and conflict-free advice in the best interest of clients. Our clients are typically established or newly established engineers that value the outsourcing of expertise. Gabe starts by reviewing your overall financial picture and concentrates 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, and savings planning. Investments are managed on TD Ameritrade’s Institutional platform. Gabe is happy to answer any questions, contact Gabe here: tnor@vapyvarirfg.pbz or 720-306-1620. www.inclinevest.com

Before Gabe founded Inclinevest he served as a Regional Wealth Planning Analyst at UBS Financial Services in Colorado where he provided hundreds of clients with comprehensive financial planning and advice. Before that, he served as Branch Retail Executive IV at BBVA bank. Prior to that, he served as Branch Manager IV at US Bank in Denver, Colorado.

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Ideal Clients

  • Engineering Professionals
  • Gen Y/Millennials
  • IT Professionals
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly fee: $150+/mo
  • Flat fee: $5,000/yr
  • AUM: up to 1.25%

SEC Records

States Registered

  • Colorado

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