Inclinevest®

Gabe Motta, President of Inclinevest® is a Certified Financial Planner™ practitioner that is passionate about helping you achieve your financial goals. Our specialty is providing tax-efficient retirement planning and investment management to individuals in the tech and defense industries with or without equity compensation. We generally serve near-retirees, retirees, and high-income professionals that want a long-term trusted financial partner. 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. .

Before Gabe founded Inclinevest in 2018, 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 & investment advice. Before that, he served as a Branch Retail Executive at BBVA bank both in Colorado and New Mexico. Gabe is originally from Brooklyn, NYC. Fun fact- his favorite “game” growing up was stock trading which he started at a very young age