About Our Team

Gerardo Martin

LPL Financial Advisor

(707) 346-3030

(707) 255-3642


Gerardo Martin is a LPL Financial Advisor in the Napa Valley area. In 2006, his career commenced at Waddell & Reed. Throughout his career, Gerardo has focused on assisting clients with making informed decisions about important matters in...

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Anna Calise

Advisor Assistant




Anna Calise is an esteemed advisor assistant for Gerardo Martin at Rootstock WealthManagement, located in the beautiful city of Napa, California. With an impressive threedecades of experience in the financial services industry, Anna...

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