Inclinevest®
Gabriel Motta, CFP®, MBA, AWMA® | We focus on one thing: Retirement
I started my career in financial services in 2004 at GE Capital in New York City. Since then, I've spent more than two decades in leadership and advisory roles at Fortune 500 financial institutions, including UBS Financial Services, U.S. Bank, Bank of America, and BBVA (now PNC Bank). At UBS, I completed hundreds of financial and investment plans for high net worth clients. At U.S. Bank and BBVA, I led teams, managed financial advisors, and oversaw client relationships.
After years in banks and wirehouses, I decided I wanted to build a different kind of advisory firm, one where the client's interests came first and advice wasn't influenced by product sales, commissions, or corporate pressures. That led me to leave the traditional financial services model and start Inclinevest almost a decade ago.
As a fiduciary, I work exclusively for my clients. I don't sell insurance products, earn commissions, or receive compensation from investment companies or other third parties, so my advice remains independent and objective.
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