Gabriel Motta
INCLINEVEST
Golden, CO
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CRD#: 6620742
Professional summary
Gabriel Motta, CFP® is a registered financial advisor currently at INCLINEVEST located in Golden, Colorado.
Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Gabriel has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Financial advice is about more than just your investments. While investing will likely play a key role in building long term savings, it is only a fraction of your entire financial picture. A successful financial plan sets a framework that helps you achieve your financial goals and use your resources in the most efficient and effective way possible. It also allows you to anticipate and prepare for life transitions, a time when people have a tendency to make their biggest financial mistakes.
With the right financial plan and program, you can:
Take control of your cash flow
Develop a savings plan that enables financial freedom
Avoid costly mistakes that keep you stuck and struggling?
Invest appropriately to create significant wealth
Click here to get started now!
www.inclinevest.com
Question & Answer
What are your service offerings?
Investment Planning
Employee and Employer Plan Ben...
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Debt Management
Tax Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Divorce Planning
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Gabriel Motta is the owner of rental property which is leased through Airbnb. This activity accounts for approximately 1% of his time.
CRS (Client Relationship Summary) - RIA
Click below to view Gabriel Motta's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
January 18, 2019 - Present
INCLINEVEST
RIA
CRD#: 299298
Golden, CO
Past
May 13, 2016 - May 15, 2018
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
DENVER, CO
Past
May 13, 2016 - May 15, 2018
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
DENVER, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(1/18/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
INCLINEVEST
INCLINEVEST | INCLINEVEST LLC
CRD#: 299298 / SEC#:
Colorado
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Contact information
Main Address
Golden, CO
Mailing Address
Phone number
(720) 306-1620
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 16,236,436 |
Red Flags
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