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600 Trancas Street Suite 200 Napa, CA 94558 (707) 346-3030 gmartin@wradvisors.com Client Login Menu Home Financial Planning About About Me Featured Links Products & Services Wealth Management Site Mission Statement About Waddell & Reed Resources Retirement Estate Investment Insurance Tax Money Lifestyle Tax Resources Contact Our Location A personal approach We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things. Learn more Dreaming Up an Active Retirement When you retire, how will you treat your next chapter? Learn More Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. Learn More Understanding the SECURE Act Explaining the SECURE Act and how the changes affect your retirement strategy. Learn More Gerardo Martin Financial Advisor (707) 346-3030 600 Trancas Street, Suite 200 Napa, CA 94558 gmartin@wradvisors.com Contact Us Meet the Team Contact Us Meet the Team It begins with a plan Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different. Learn about the planning process Wealth Management Site Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals. Learn about the Wealth Management Site Products & Services Individual Retirement Plans Business Retirement Plans Financial Planning Services Investments Advisory Programs Insurance Education Saving Gifting or Giving Strategies View Products & Services Helpful content I offer a full library of resources to help boost your financial planning knowledge. Qualified Charitable Distributions: Do you have a required minimum distribution RMD from a retirement account but don’t need the income for your daily expenses? Learn More Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. Learn More The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Learn More View All Resources Questions? Let's connect. Name Email Address Phone Question Thank you! Oops! Contact Office: (707) 346-3030 Fax: (707) 255-3642 600 Trancas Street Suite 200 Napa, CA 94558 gmartin@wradvisors.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. 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