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January 2024 by Jerry Marquez
Inclinevest and Mr.Motta have been managing my investments for three years now and I couldn’t be more pleased. I trust his advice, knowledge, skills and insights in this very sensitive field to the maximum. At this time and age (70) especially monies matter a lot. I recommend his services with confidence.
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October 2023 by Gerardo Marquez
I’ve been involved in the markets for many years and I’ve never met an advisor as knowledgeable as Gabe. I know he’s taking care of my money in the best manner and it is very comforting to know I don’t have to worry about my investment account because it is in great hands.
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March 2021 by Kevin H
Gabe is very professional in his planning and provided a very comprehensive plan for my wife and I. He considers many different scenarios, looks at areas of strength and weakness and provides recommendations based on that. He is very detailed in his work. We were also happy to work with someone who has a fiduciary responsibility and was not trying to sell us products to make a commission on. We are very happy with the decision we made to work with Gabe and the one time fee is very reasonable when you consider the longer term.
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February 2021 by Ony Navarro
Gabe helped me and m wife by analyzing our whole financial picture - his tools were personalized and secure, which made it easy to provide the details needed for his analysis.It didn’t take long for Gabe to sift through the information and provide a detailed report of our current state picture, market trends, future state potential and, more importantly, the practical steps to to achieve that goal. I am a data guy by profession, and the detail here was incredible.After several years of knowing Gabe, we still keep in close contact as trends and legislation change - and all without an expectation to sign on to other services. I can truly say he is a friend!Thanks again for the clear and precise advice! We are better off because of it!!
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February 2021 by Greg Knox
Nice at first, but ends up being unresponsive and vague.
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January 2021 by Adam M.
The advisors at Inclinevest are incredibly knowledgeable, responsive, and honest. They performed a personal SWOT analysis for me and my finances, as well as a 100+ page financial summary. I really appreciate how they have helped me set myself up for the future and taught me of common pitfalls that I had not thought about!
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November 2020 by Carolyn Kettles
I consider myself extremely fortunate to have Gabe as a financial advisor. My experience is that he is highly competent and without a doubt, trustworthy. His communication with me has always been proactive and he has always been available to offer guidance as I make financial decisions. It's been a gift to be able to talk to someone who understands our financial system as well as he does. Every question I've ever asked has been answered with a dialog explaining relevant pieces of how our financial system works. Without hesitation, I highly recommend Gabe for anyone seeking financial services.
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November 2020 by linette fruto
I had a great experience working with Inclinevest. Mr Motta was extremely knowledgeable and helpful. I would highly recommend his services to any and everyone.
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November 2020 by Val Ivan
Finding a financial adviser that you can establish a comfort level with is intimidating. My wife and I recently switched a number of our accounts to be handled by Gabe and Inclinevest. It was critical to us that our adviser was a fiduciary and was local. The level of detail that has been given to our portfolio and long-term goals has been phenomenal.
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November 2020 by Adam M
Gabe is incredibly knowledgeable, responsive, and honest. I really appreciate how he has helped me set myself up for the future and taught me of common pitfalls that I had not thought about!
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August 2019 by Allison O.
I trust Gabe and really appreciate our alignment on sayings like "work to live, don't live to work" and "live rich, don't die rich." I have always been a good saver but it has been validating to have Gabe advise me on things like my 401k allocation, real estate, and so much more. Thank you, Gabe!!!
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February 2019 by Leanna A.
Gabe is good. He helped me get my investment and retirement plan in order and I love that his company is independent and fiduciary. As an Attorney, it is surprising that most financial advisors are not fiduciary's, meaning that they don't have to work in your best interest. This should be a legal requirement if you ask mI look forward to a long relationship with Gabe.
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February 2019 by Alekhya Dixit P.
Gabe is the first Financial Adviser that I have worked with. As a young Engineer, I've always thought financial planning is not necessary until later stages in life. I also thought that financial advisers don't work with younger people who, well.. don't have much to work with. But Gabe proved both assumptions wrong and I am glad he did. Gabe showed the utmost sincerity, knowledge and professionalism from our first consultation until now. He helped me set up financial goals that match my life goals and made sure these financial goals are met by reviewing my investment account and personal financial status with me consistently. He even helped me choose the best benefits and understand my savings plan at work and how that affects my taxes. I also find that Gabe's firm is an ethical financial firm. Their priority is to provide the best strategy for your financial situation and not on selling you products and getting commissions. I have recommended him to my parents and good friends of mine.
