Gabriel Motta (CFP®, MBA)

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

  • Baby Boomers
  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Our specialty is providing tax-efficient retirement planning and investment management to individuals in the tech and defense industries with or without equity compensation. 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 achieve 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. 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

www.inclinevest.com

 

NAPFA Start Date

January 28, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

8310 South Valley Highway Centennial, 3rd Floor Greenwood Village, CO 80112 Phone: (720) 306-1620

Other Offices

250 Fillmore St, Suite 150 Denver, CO 80206 Phone: (720) 306-1620
26 West Dry Creek Circle, Suite 600 Littleton, CO 80120 Phone: (720) 306-1620
6312 S Fiddlers Green Cir #300e Greenwood Village, CO 80111 Phone: (720) 306-1620
7535 East Hampden Avenue, Hampden, Suite 400 Denver, CO 80231 Phone: (720) 306-1620
6105 S. Main Street Suite 200 Aurora, CO 80016 Phone: (720) 306-1620
1600 Broadway, Suite 1600 Denver, CO 80202 Phone: (720) 306-1620
24336 Currant Dr Golden, CO 80401-9252 Phone: (720) 306-1620