Gabriel Motta (AWMA, CFP®, MBA)

Gabriel Motta focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

As a fee-only, fiduciary, and independent financial advisor, Gabe Motta is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. We provide comprehensive financial planning, investment analysis and investment managment to busy professionals and retirees in order to help plan, grow and protect their money.  Our “product” is our advice and our goal is simple – to help our clients achieve and sustain financial success and provide unbiased, fiduciary advice that supports your values and goals.

Gabe Motta is a Certified Financial Planner™ practitioner that is passionate about helping clients acheive success by prudently planning for retirement, investment management and other financial goals. Our clients are typically busy professionals that value the outsourcing of expertise. We start by reviewing your overall financial picture and concentrate primarily on "wealth management." This analysis includes not only investments and retirement planning, but also the importance of estate planning (wills), income tax reduction, cash flow planning, risk reduction, insurance planning, debt planning, savings planning and more. Investments are managed on TD Ameritrade's Institutional platform. Get started now by clicking here to answer questions that will allow me to get to know you better or you schedule a call here.

Additional Information

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.

With the right financial plan and program, you can:

  • Take control of your cash flow

  • Develop a savings plan that enables financial freedom

  • Avoid costly mistakes that keep you stuck and struggling?

  • Invest appropriately to create significant wealth

Click here to get started now! 

www.inclinevest.com

 

NAPFA Start Date

January 28, 2019

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This Office

4054 S Atchison Way Aurora, CO 80014-4138 Phone: (720) 306-1620

Other Offices

24336 Currant Dr Golden, CO 80401-9252 Phone: (720) 306-1620