About
About Gabriel Motta, CFP®, MBA
Passion – Understanding – Transparency – Service – Trust
These are five qualities that I bring to my business and relationships with clients. Ask anyone in my family or friends and they will tell you that I was born with a brain for business. My favorite game growing up was stock trading which I started at the young age of eight years old. Doing this early allowed me to make every mistake possible and learn from those mistakes. I became fascinated with the investment industry, history, and biographies of the key people in the industry. To this day, I continue to be curious about a wide range of topics and have an insatiable thirst for knowledge.
Before I founded Inclinevest, I served as a Regional Wealth Planning Analyst for UBS Financial Services in Colorado & Utah where I provided hundreds of clients with comprehensive financial planning & advice. Before that, I served as Branch Retail Executive IV at BBVA bank both in Colorado and New Mexico, and held leadership positions at US Bank prior to joining BBVA bank.
I’m originally from Brooklyn, NYC where I began my undergraduate studies at Columbia University and completed my degrees at InterAmerican University. I enjoy traveling around the globe, and extensively reading non-fiction and history. I also enjoy learning from my clients, most have lived a lot longer than I have and many have fascinating backgrounds.
I’m an active member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network. I’m also a CERTIFIED FINANCIAL PLANNER®. 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.
