FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Comprehensive Financial Plan- Fee is based on complexity (Individuals, couples, families, business owners). $899.00 – $2.999.00. Investment Management: Are you tired of the stress of managing your own investment portfolio? We can help!
- What education and/or training do you have that relates to your work?
Before founding Inclinevest in Colorado, Gabe served as Wealth Planning Analyst at UBS Financial Services in Colorado where he provided hundreds of clients with comprehensive financial planning and advice. Before that he served as Branch Retail Executive IV at BBVA Compass bank a division of BBVA, the 5th largest bank in the world. Prior to that he served as Branch Manager IV at US Bank in Denver, Colorado. Before entering the Wealth Management industry, Gabe worked as a Private Banker at Bank of America in Albuquerque, New Mexico. Gabriel Motta, CFP® (Certified Financial Planner), AWMA®, MBA, is President and Wealth Advisor of Inclinevest. Inclinevest is one of the few FIDUCIARY firms in Colorado. This is extremely important. As a Fiduciary-Fee Only advisor and firm, only you, the client pays me. I don't receive compensation from an insurance company, investment broker or from selling any products. This makes my advice CONFLICT FREE.
- How did you get started doing this type of work?
Gabe started trading stocks when he was 8 years old.