Gerardo Martin

Financial Advisor

(707) 346-3030

600 Trancas Street, Suite 200
Napa, CA 94558

Financial Planning For Your Future

Financial Planning For Your Future

Moving forward with finances can be challenging. Let us help you build the financial future you desire. 

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.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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The Facts About Income Tax

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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