Gabriel Motta, financial advisor Golden CO

Gabriel Motta

CRD Number: 6620742
Current Firm: Inclinevest
Compensation Model: Fee Only

Financial Advisor for engineers & other tech professionals in Colorado and surrounding areas.

 

Gabriel Motta (CRD# 6620742) is Founder and CEO of Inclinevest, a fiduciary financial planning and investment management firm in Golden, CO and has over 8 years of experience in the finance industry. Gabriel Motta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
Inclinevest LLC Aurora, CO Nov 2018 - Current 5
Unemployed Aurora, CO Jun 2018 - Oct 2018 < 1
Ubs Financial Services Inc. Denver, CO Mar 2016 - May 2018 2
Extended Travel San Juan, PR Aug 2015 - Mar 2016 < 1
Bbva Compass Greenwood Village, CO May 2014 - Aug 2015 1
Us Bank Denver, CO May 2012 - May 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Gabriel Motta
Phone Number: 720-306-1620
Advisor Website: http://www.inclinevest.com
Registered State(s):
  • CO
Current Firm Details
Inclinevest
Firm's CRD Number: 299298
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $490,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Firm Disclaimer:

Inclinevest LLC (“Inclinevest”) is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Inclinevest LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Inclinevest, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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