About You
You’re a pre-retiree, retired, or a high-income professional. Perhaps you’ve accumulated a fairly significant investment portfolio, were recently married, had kids, have equity compensation, or want to ensure you’re tax-efficient with all your financial decisions.
You realize you need direction and clarity in your financial life because you want to achieve financial independence and maximize your financial decisions. You care deeply about living a life full of meaning, purpose, and memorable experiences. That’s when you find us.
Together, we get to the root of what is most important to you and the role money plays in that picture. Do you wish to retire early? Start a business? Or, perhaps, travel the world? Whatever your goals may be, we can help you get there.
About Us
We understand the unique challenges and opportunities that come with high-income careers and retirement, the quick industry changes, and the need for long-term financial planning. With our expertise and tailored approach, we strive to provide comprehensive financial advice that aligns with your specific goals and aspirations.
We continually improve upon our dynamic financial planning process, invest in our education to stay on the cutting edge of different financial strategies, and uphold a culture of integrity, professionalism, and excellence.
About Gabriel Motta, CFP®, MBA
Before taking the helm at Inclinevest, I served as an analyst at UBS Financial Services, where I honed my analytical skills and gained valuable insights into the financial landscape. Before that, I held key leadership positions at national banks, further solidifying my strategic vision in the financial sector. Your financial journey is unique, and so is my approach. I bring a distinct investment philosophy to the table, tailoring strategies to align seamlessly with your goals and aspirations.
I’m an active member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network.
I’m also a CERTIFIED FINANCIAL PLANNER®. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.