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.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
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 |
- CO
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Total Assets Under Management14MILLIONS
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Total Number of Accounts29ACCOUNTS
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Average Account Value$490,302
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO
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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