
E105 Gerardo Martin | Joe Wagner
What do Napa Valley vineyards, financial success, and two families connected for generations have in common? Strong roots. 🌱🍷 Financial advisor and community leader Gerardo Martin joins Joe Wagner to share their families' remarkable Napa Valley connection, his journey from vineyard roots to financial leadership, and why the most valuable investments in life aren't always measured in dollars. Strong foundations. Lasting legacies. And a whole lot of heart. 🎙️ Go With Your Palate: Gerardo Martin | Strong Roots, Big Dreams & Building a Lasting Legacy This week, we're joined by Gerardo Martin —founder of Rootstock Wealth Management , longtime financial advisor, entrepreneur, and one of Napa Valley's passionate community leaders. From serving as President of the Napa County Hispanic Chamber of Commerce and Napa Valley College Foundation to co-founding the Latino Leaders Roundtable and even running for Mayor of Napa, Gerardo has spent his career investing in more than just people's financial futures—he's invested in the community that helped raise him. But this conversation is especially personal for our very own Joe Wagner . Long before their careers took shape, their families shared a connection rooted in the vineyards of Napa Valley. Gerardo's father, Salvador, spent more than 30 years working at Emmolo Nursery alongside Joe's grandfather's family, planting the seeds of a relationship that would come full circle generations later. It's a story of family, opportunity, hard work, and the incredible contributions of the people who helped build the Napa Valley we know and love today. We dive into Gerardo's journey from his vineyard upbringing to the world of finance, his dedication to uplifting Napa's Latino community, and what it was like running for mayor during the uncertainty of 2020. Along the way, we get into the good, the bad, and the occasionally questionable world of financial advice—from social media money gurus to AI's growing role in financial planning—and why genuine human connection may always be the most valuable investment of all. And because this is Go With Your Palate , the conversation doesn't stay behind a desk. Between a legendary golf moment at St. Andrews , an unforgettable encounter with a hurricane in Kauai , and a few unexpected turns along the way, Gerardo reminds us that some of life's richest experiences have nothing to do with your bank account. It's a conversation about heritage, ambition, community, and building a legacy that extends far beyond yourself—told by two Napa Valley families whose stories have been connected for generations. Whether you're an entrepreneur, a financial newbie, a lifelong Napa local, or simply someone who believes great things grow from strong foundations, there's something here for you. Different paths. Shared roots. A legacy worth growing. 🍷🌱 📍 Discover Rootstock Wealth Management: https://www.rootstockwm.com/













