Broker Check

Gerardo Martin

Gerardo Martin

(707) 255-3733
[email protected]

Regardless of your life stage, income or goals, Gerardo can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

Gerardo has been a financial advisor with Waddell & Reed since 2006. As a financial advisor, Gerardo offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, Gerardo can help.

When not at work, he enjoys spending time with his son and two daughters.

He is presently restoring a 1969 Camaro, while enjoying his daily workout and an occasional round of golf.