Gabriel Motta (AWMA, BA, CFP®, MBA)
Gabriel Motta focuses in the
following client markets or areas of practice:
- Baby Boomers
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Retirement Planning; Investment Management; Tax Planning; Wealth Management; Executive Compensation; Equity Compensation; RSUs; Stock Options; Roth Conversions; Social Security; High-Net-Worth Planning; Wealth Transitions; Business Owner Planning; Aerospace & Defense Professionals; Technology Professionals; Raytheon/RTX Employees; Lockheed Martin Employees; Northrop Grumman Employees; United Launch Alliance (ULA) Employees; Anduril EmployeesAdditional Information
Gabe founded Inclinevest Wealth Management in 2018 after executive roles at BBVA and U.S. Bank and serving as a Wealth Planning Analyst at UBS in Colorado. He works with successful professionals, executives, business owners, and families navigating complex financial decisions, particularly around retirement, investments, taxes, and significant changes in wealth. His experience includes wealth planning for high-net-worth households as well as professionals in technology, aerospace, and defense.
NAPFA Start Date
January 28, 2019
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