I believe wealth management should be personal. I get to know you, understand the full picture, and stay involved as your circumstances and the world around you change.
I believe wealth management should be personal. I get to know you, understand the full picture, and stay involved as your circumstances and the world around you change.
I started my career in financial services in 2004 at GE Capital in New York City. Since then, I’ve spent more than two decades in leadership and advisory roles at Fortune 500 financial institutions, including UBS Financial Services, U.S. Bank, Bank of America, and BBVA (now PNC Bank). As a Wealth Planning Analyst at UBS, I completed hundreds of financial and investment plans for high net worth and ultra high net worth clients. At U.S. Bank and BBVA, I led teams, managed financial advisors, and oversaw client relationships.
I’m a Certified Financial Planner® professional and an Accredited Wealth Management Advisor®. I founded Inclinevest almost a decade ago to provide fee-only financial planning and wealth management for successful professionals preparing for retirement and the next chapter of life, helping clients reduce taxes, create reliable retirement income, manage investments, and make confident decisions with the wealth they’ve built.
As a fiduciary, I work exclusively for my clients. I don’t sell insurance products, earn commissions, or receive compensation from investment companies or other third parties, so my advice remains independent and objective.
I completed the CFP® certification program at Northwestern University, and completed the Accredited Wealth Management Advisor® program at the College for Financial Planning in Denver. I’ve fulfilled the CFP Board’s rigorous education, exam, experience, and ethics requirements, with tax efficiency as a core consideration in my planning approach. I’m a continuous learner who believes there’s always room for personal and professional development.
I’m a member of NAPFA, the Fee-Only Network, and XY Planning Network, organizations that require advisors to act as fee-only fiduciaries.
If you’re trying to figure out your next step, let’s talk.
Sunisa is the Operations Manager at Inclinevest, where she oversees client service coordination and the tax and administrative work behind every financial plan. Her attention to detail and command of the technical side of planning make her a critical part of how Inclinevest delivers a seamless client experience.
Sunisa is an Enrolled Agent (EA), a credential granted directly by the IRS after passing a rigorous three-part exam covering individual taxation, business taxation, and representation before the IRS. Enrolled Agents are one of only three types of tax professionals authorized to represent taxpayers before the IRS, alongside CPAs and attorneys, a distinction that reflects deep technical fluency in the tax code.
She has also earned CFP® certification, widely regarded as the gold standard in financial planning. This achievement required completing rigorous coursework in financial planning, retirement, tax, estate, and investment strategy at the College for Financial Planning in Denver, passing the comprehensive CFP® exam, and meeting the CFP Board’s experience and ethics requirements, the same standard held by many of the country’s top advisors serving high-net-worth families.
She brings several years of professional tax preparation experience in Parker, Colorado, and holds a bachelor’s degree in Business.
I started my career in financial services in 2004 at GE Capital in New York City. Since then, I’ve spent more than two decades in leadership and advisory roles at Fortune 500 financial institutions, including UBS Financial Services, U.S. Bank, Bank of America, and BBVA (now PNC Bank). As a Wealth Planning Analyst at UBS, I completed hundreds of financial and investment plans for high net worth and ultra high net worth clients. At U.S. Bank and BBVA, I led teams, managed financial advisors, and oversaw client relationships.
I’m a Certified Financial Planner® professional and an Accredited Wealth Management Advisor®. I founded Inclinevest almost a decade ago to provide fee-only financial planning and wealth management for successful professionals preparing for retirement and the next chapter of life, helping clients reduce taxes, create reliable retirement income, manage investments, and make confident decisions with the wealth they’ve built.
As a fiduciary, I work exclusively for my clients. I don’t sell insurance products, earn commissions, or receive compensation from investment companies or other third parties, so my advice remains independent and objective.
I completed the CFP® certification program at Northwestern University, and completed the Accredited Wealth Management Advisor® program at the College for Financial Planning in Denver. I’ve fulfilled the CFP Board’s rigorous education, exam, experience, and ethics requirements, with tax efficiency as a core consideration in my planning approach. I’m a continuous learner who believes there’s always room for personal and professional development.
I’m a member of NAPFA, the Fee-Only Network, and XY Planning Network, organizations that require advisors to act as fee-only fiduciaries.
If you’re trying to figure out your next step, let’s talk.
Sunisa is the Operations Manager at Inclinevest, where she oversees client service coordination and the tax and administrative work behind every financial plan. Her attention to detail and command of the technical side of planning make her a critical part of how Inclinevest delivers a seamless client experience.
Sunisa is an Enrolled Agent (EA), a credential granted directly by the IRS after passing a rigorous three-part exam covering individual taxation, business taxation, and representation before the IRS. Enrolled Agents are one of only three types of tax professionals authorized to represent taxpayers before the IRS, alongside CPAs and attorneys, a distinction that reflects deep technical fluency in the tax code.
She has also earned CFP® certification, widely regarded as the gold standard in financial planning. This achievement required completing rigorous coursework in financial planning, retirement, tax, estate, and investment strategy at the College for Financial Planning in Denver, passing the comprehensive CFP® exam, and meeting the CFP Board’s experience and ethics requirements, the same standard held by many of the country’s top advisors serving high-net-worth families.
She brings several years of professional tax preparation experience in Parker, Colorado, and holds a bachelor’s degree in Business.
Now you need a clear, coordinated approach to taxes, withdrawals, and sustaining your lifestyle without guesswork.
Many of the clients I work with have been successful professionally but still feel uncertain about their financial future.
Some have worked with advisors before but often come away without clear answers to important questions:
That uncertainty is what I focus on addressing with each client.
My goal is to provide clear, objective advice focused entirely on your best interests.
As a fee-only fiduciary, I am compensated directly by you. No commissions, no product sales, and no hidden incentives.
That structure ensures one thing above all else: your goals and my recommendations are fully aligned.
I help high-income households gain clarity and confidence by integrating all key areas of their financial lives into one cohesive plan.
I take a detailed, analytical approach to understanding your full financial picture before making recommendations.
That typically includes:
The end result is a structured framework designed to support better financial decisions with confidence.
An overview of my experience, approach, and the type of clients I work best with, along with the clarity and structure you can expect from the relationship.
Before founding Inclinevest Gabriel Motta worked within large financial institutions serving high-net-worth clients.
I held leadership roles at BBVA and U.S. Bank and later worked as a Wealth Planning Analyst at UBS in Colorado, where I built comprehensive financial and investment plans for complex households.
That experience gave me a clear understanding of two things: what high-quality financial planning should look like in practice, and where it often falls short in traditional advisory environments.
Gabriel Motta a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds an MBA, supporting both the technical and strategic aspects of the planning process.
I am also a member of:
These affiliations reflect a commitment to fiduciary standards, ongoing education, and acting in the best interest of clients.
My clients are typically:
They value clarity, objectivity, and having a trusted advisor to help navigate complex financial decisions over time.
My focus is on building long-term relationships where I can stay engaged and help guide decisions as life evolves.
If that sounds like you, we will likely work well together.
Clients who work with me typically gain:
Outside of financial planning, I spend time with my wife traveling, exploring new places, and staying active outdoors.
I enjoy road trips, international travel, and time on the trails here in Colorado.
I also have a strong interest in history and tend to gravitate toward nonfiction and autobiographies. I stay engaged through podcasts and perspectives beyond the financial industry.
I’ve been interested in financial markets for as long as I can remember. As a kid, I spent time stock trading, often making mistakes along the way. That early curiosity shaped how I think about investing today and reinforced the importance of discipline, patience, and long-term thinking.
I continue to stay active in the industry through conferences and planning groups, helping me bring a well-informed perspective to the clients I work with.
The first conversation is straightforward and pressure-free.
I want to understand your situation, your goals, and what you are trying to accomplish. From there, I’ll give you a clear answer on whether I can help.
If I’m not the right fit, I’ll say so and point you in the right direction.
I work best with clients who value a long-term relationship with an advisor who can guide them through every stage of their financial life.
No obligation. Just a conversation.
