Gabriel Motta

CFP®, MBA

Inclinevest®

President & Wealth Advisor

Gabriel Motta

CFP®, MBA

Inclinevest®

President & Wealth Advisor

As a Fee-Only CERTIFIED FINANCIAL PLANNER™, my focus is to offer unbiased financial advice to help you achieve your life goals. - Gabriel Motta, CFP®, MBA

Fiduciary & Fee-Only retirement planning & investment management.

Gabriel Motta is a fee-only financial planner and fiduciary. He provides tax-efficient retirement planning and investment management to busy individuals and families that value the outsourcing of expertise.  As a fee-only, fiduciary, and independent financial advisor, Gabe is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

We are available by appointment only.

Gabe Motta, President of Inclinevest® is a Certified Financial Planner™ practitioner that is passionate about helping you achieve your financial goals. We provide tax-efficient retirement planning and investment management. We generally serve near-retirees, retirees, and high-income professionals that are engineering and technology professionals that want a long-term trusted financial partner that works in their best interest, always. By working with a limited number of clients in a long-term personal relationship – understanding and clarifying your goals and creating a written financial plan – we can properly assist you in building your financial future and reaching your goals. While some advisors still sell products or transactions, our “product” is our advice and our goal is simple – to help our clients achieve and sustain financial success and provide unbiased advice that supports their values and goals. Visit our website for detailed information about us: www.inclinevest.com

Get started now by clicking here to complete a brief questionnaire. We'll get back to you within 48 hrs. We request that all prospective clients complete this questionnaire.

Before Gabe founded Inclinevest he served as a Regional Wealth Planning Analyst for UBS Financial Services in Colorado & Utah where he provided hundreds of clients with comprehensive financial planning & advice. Before that, he served as Branch Retail Executive IV at BBVA bank both in Colorado and New Mexico. 

Gabriel Motta is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Inclinevest is a fiduciary financial planning and investment management firm dedicated to providing transparent, conflict-free advice in the best interests of our clients. 

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • High Income Professionals
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Gabriel Motta is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Gabriel Motta is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Gabriel Motta is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Dimensional Funds
    Inclinevest is an Approved Dimensional Funds Advisor

    Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.

Contact Gabriel Motta

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 24336 Currant Dr
    Golden, CO 80401
  • 9399 Tennyson St NE
    Albuquerque, NM 87122
  • 6312 S Fiddlers Green Cir, Greenwood Village, CO 80111
    Greenwood Village, CO 80111
  • 250 Fillmore St, Suite 150
    denver, CO 80206

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser