Gerardo Martin - Rootstock Wealth Management

Gerardo Martin - Rootstock Wealth Management No offers may be made or accepted from any resident of any other state.​

Gerardo Martin is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org/www.sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.


• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

05/09/2023
The SECURE Act was enacted in December 2019. Here’s how it might impact you, your retirement savings, and your financial...
06/26/2020

The SECURE Act was enacted in December 2019. Here’s how it might impact you, your retirement savings, and your financial plan.

The SECURE Act was enacted in December 2019 and expands savings opportunities for workers and includes new requirements and..

Terrible or wonderful; Could a variable annuity be right for you?
06/24/2020

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
06/22/2020

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

When considering a record keeping system for your business, you need to ask yourself some very important questions
06/19/2020

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
06/17/2020

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
06/15/2020

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
06/12/2020

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Thinking about a prepaid debit card? Consider the pros and cons.
06/10/2020

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

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600 Trancas Street , Suite 200
Napa, CA
94558

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Wednesday 9am - 5pm
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