About
About Gabriel Motta, CFP®, MBA
As a fee-only, fiduciary financial advisor and Certified Financial Planner™ professional, I am dedicated to helping individuals and families achieve financial clarity and confidence. Specializing in the unique needs of high-income tech and defense professionals, near-retirees, and retirees.
Before I founded Inclinevest, I served as a Regional Wealth Planning Analyst for UBS Financial Services in Colorado & Utah where I provided clients with comprehensive financial planning and 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.
Based in Golden, Colorado, I also value the opportunity to connect with clients across the country. I frequently spend time with clients in California, Texas and Seattle, providing in-person guidance and fostering deeper relationships.
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™ professional. 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.
