Broker Check

Gerardo Martin

Financial Advisor

(707) 346-3030

600 Trancas Street, Suite 200
Napa, CA 94558

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process

Wealth Management Site

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

Learn about the Wealth Management Site

Products & Services

Individual Retirement Plans

Business Retirement Plans

Financial Planning Services

Investments

Advisory Programs

Insurance

Education Saving

Gifting or Giving Strategies

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.
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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More

Questions? Let's connect.

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