Gabriel Motta (CFP®, MBA)
Gabriel Motta focuses in the
following client markets or areas of practice:
- ExPat and Cross Border Issues
- Investment Advice with Ongoing Management
- Tax Planning
- ExPat and Cross Border Issues
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
-Financial planning for American expatriates -Retirement income planning for U.S. citizens living abroad -Planning for Americans living in the UAE (including Dubai) -Tax-aware and evidence-based investment management -Cross-border estate and inheritance planning coordination -Equity compensation planning for internationally mobile professionals -Planning for Americans married to non-U.S. spouses -Planning considerations for Americans with ties to Spain, Panama, Southeast Asia, and the UAE -Transition planning for clients returning to the United States or choosing to remain abroad -Long-term wealth management for high-income professionals and retireesAdditional Information
Gabriel Motta is the founder of Inclinevest®, a Colorado-based, fee-only Registered Investment Advisor serving U.S. professionals, retirees, and American expatriates with complex financial lives since 2018. His practice focuses on fiduciary financial planning and investment management for Americans living abroad, including internationally working professionals, retirees residing overseas, and U.S. citizens married to non-U.S. spouses. Gabriel regularly works with clients living in regions such as the UAE, Southeast Asia, Europe, and Panama, helping them coordinate planning across U.S. taxation, cross-border estate considerations, equity compensation, and long-term retirement planning. Gabriel’s professional perspective is informed by personal cross-border experience. He has immediate family in Spain and Panama, is married to a Thai national, and spends significant time overseas. This background provides practical insight into the real-world financial and planning challenges faced by Americans navigating multiple tax systems, residency considerations, and international family structures.
NAPFA Start Date
January 28, 2019
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