We work with retirees, near-retirees, and families seeking coordinated investment management, retirement planning, and independent financial guidance.
We work with retirees, near-retirees, and families seeking coordinated investment management, retirement planning, and independent financial guidance.
Gabriel Motta is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Inclinevest, a fee-only financial planning and investment management firm serving retirees, near-retirees, and professionals preparing for retirement.
Before founding Inclinevest, Gabriel spent over a decade in leadership, executive and advisory roles within large financial institutions, including UBS Financial Services, U.S. Bank, and BBVA (now PNC Bank). As a Wealth Planning Analyst at UBS, he worked directly on financial and investment strategies for high-net-worth households. In branch leadership roles at U.S. Bank and BBVA in Colorado, he managed teams and client relationships across full-service retail banking operations. That combination gave him a close look at both the strengths of institutional wealth management and the limitations that can exist within traditional advisory models.
Today, Gabriel works directly with clients to help them make confident financial decisions around retirement income, investment management, tax-efficient withdrawal strategies, and long-term wealth preservation. His approach emphasizes evidence-based investing, comprehensive planning, and disciplined decision-making designed to support clients through changing markets and life transitions.
Gabriel is committed to acting in his clients’ best interests and providing objective advice aligned with their goals rather than product sales or commissions.
Gabriel holds an MBA and Bachelor’s degree from Inter American University, along with his CFP® certification, and he remains active in professional planning communities and industry conferences to stay current on evolving research, tax law changes, and best practices in financial planning and portfolio management.
Earlier in his career, he was selected for the U.S. Army ROTC Scholar Athlete Leader (SAL) Program in Ft. Buchanan at the UPR, an experience that shaped his approach to leadership and discipline in his professional life.
Sunisa is the Operations Manager at Inclinevest, responsible for client service coordination and tax and administrative processing support. She is an Enrolled Agent (EA) and CFP® Candidate with several tax seasons of experience in professional tax preparation in Parker, Colorado, and holds a Bachelor’s Degree in Business.
Sunisa grew up in a family of entrepreneurs in Northern Thailand: restaurants, farms, and commodities businesses. This upbringing shaped her work ethic, her appreciation for financial independence, and her belief that financial confidence is something anyone can build.
Gabriel Motta is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Inclinevest, a fee-only financial planning and investment management firm serving retirees, near-retirees, and professionals preparing for retirement.
Before founding Inclinevest, Gabriel spent over a decade in leadership, executive and advisory roles within large financial institutions, including UBS Financial Services, U.S. Bank, and BBVA (now PNC Bank). As a Wealth Planning Analyst at UBS, he worked directly on financial and investment strategies for high-net-worth households. In branch leadership roles at U.S. Bank and BBVA in Colorado, he managed teams and client relationships across full-service retail banking operations. That combination gave him a close look at both the strengths of institutional wealth management and the limitations that can exist within traditional advisory models.
Today, Gabriel works directly with clients to help them make confident financial decisions around retirement income, investment management, tax-efficient withdrawal strategies, and long-term wealth preservation. His approach emphasizes evidence-based investing, comprehensive planning, and disciplined decision-making designed to support clients through changing markets and life transitions.
Gabriel is committed to acting in his clients’ best interests and providing objective advice aligned with their goals rather than product sales or commissions.
Gabriel holds an MBA and Bachelor’s degree from Inter American University, along with his CFP® certification, and he remains active in professional planning communities and industry conferences to stay current on evolving research, tax law changes, and best practices in financial planning and portfolio management.
Earlier in his career, he was selected for the U.S. Army ROTC Scholar Athlete Leader (SAL) Program in Ft. Buchanan at the UPR, an experience that shaped his approach to leadership and discipline in his professional life.
Sunisa is the Operations Manager at Inclinevest, responsible for client service coordination and tax and administrative processing support. She is an Enrolled Agent (EA) and CFP® Candidate with several tax seasons of experience in professional tax preparation in Parker, Colorado, and holds a Bachelor’s Degree in Business.
Sunisa grew up in a family of entrepreneurs in Northern Thailand: restaurants, farms, and commodities businesses. This upbringing shaped her work ethic, her appreciation for financial independence, and her belief that financial confidence is something anyone can build.
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.
