Gabriel Motta (CFP®, MBA)

Additional Information

Gabriel Motta is a fiduciary financial advisor and founder of Inclinevest®, serving clients across all 50 U.S. states. He specializes in retirement planning, investment management, and tax-aware guidance, helping pre-retirees, retirees, and high-income professionals in technology, engineering, and defense navigate complex financial decisions. Before founding Inclinevest®, Gabriel was a Regional Wealth Planning Analyst at UBS Financial Services, delivering comprehensive financial and investment plans nationwide. He also held executive and leadership roles at BBVA Bank and U.S. Bank, gaining extensive experience managing complex client situations. Gabriel’s approach is direct, practical, and client-focused. He values honesty, clear communication, and actionable guidance, helping clients feel confident about how their money supports their life both now and in the long term. As a CFP® professional and active member of NAPFA and the XY Planning Network, he is held to rigorous fiduciary and ethical standards. When he is not working with clients, Gabriel enjoys hiking, walking, traveling, reading, and gardening, often reflecting on strategies to help clients make better financial decisions.