About Our Team
Gerardo Martin
LPL Financial Advisor
(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...
Anna Calise
Advisor Assistant
707-255-3642
Anna finds the field of wealth management incredibly rewarding, as it allows her to make a positive impact on her clients' financial well-being. With an impressive three decades of experience in the financial services industry, Anna...
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