Broker Check

Gerardo Martin

Financial Advisor

(707) 346-3030

600 Trancas Street, Suite 200
Napa, CA 94558

It begins with a plan 

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

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

Individual Retirement Plans

Business Retirement Plans

Business Retirement Plans

Financial Planning Services

Financial Planning Services

Investments

Investments

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful content

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

<p>Social Security: Five Facts You Need to Know</p>

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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<p>A Brief History of Estate Taxes</p>

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Questions? Let's connect.

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