Anna Calise

Anna Calise

Advisor Assistant

Anna Calise is an esteemed advisor assistant for Gerardo Martin at Rootstock Wealth
Management, located in the beautiful city of Napa, California. With an impressive three
decades of experience in the financial services industry, Anna brings a wealth of
knowledge and expertise to her role. She finds the field of wealth management
incredibly rewarding, as it allows her to make a positive impact on clients' financial
well-being. Anna firmly believes that earning and maintaining her clients' trust is of
utmost importance, and she goes above and beyond to ensure their needs are met and
expectations exceeded.

Born and raised in Napa, Anna feels a deep sense of gratitude to be able to work in the
very community that shaped her. She cherishes her connections with the local residents
and businesses and takes pride in contributing to the financial success and stability of
her fellow community members. Outside of her professional pursuits, Anna places great
value on her relationships with friends and family. She enjoys indulging in her passion
for culinary arts and gardening, finding solace and joy in creating delicious meals and
tending to her plants. In her downtime, Anna loves nothing more than spending quality
time with her fiancé, creating memories, and exploring all that life has to offer together.