Gerardo Martin of Waddell & Reed in Napa is a winner of North Bay Business Journal's 2018 Latino Business Leadership Awards.
Professional background: Financial adviser
Education: Series 7, 66, Life Insurance
Tell us your story and that of your organization: I joined Waddell & Reed in April of 2006. Waddell & Reed has been in business since 1937, it is one of the oldest mutual fund companies. I joined Waddell & Reed because I believe strongly that financial planning is key to everyone’s financial success.
If you know where you want to go, and you know where you are, all you need is a plan. I wanted to be able to help my clients in this journey and to give them the tools that they need to make their own success story.
Over the years I have been honored to work with my clients in planning for retirement, to send their children to college, and protecting their loved ones through various forms of insurance or just simply invest for their future.
Is there a major accomplishment in the past year or so that you would like to share?
I am very proud to be instrumental in taking the Napa County Latino Leaders Round Table Luncheons to the next level. A couple colleagues and I started the luncheons about six years ago. We meet monthly and discuss current community concerns with a guest speaker, usually an elected official. In the past we had anywhere from 20 to 30 or up to 40 attendees.
This year I worked on making the luncheons more successful and through a lot of hard work was able to turn it into 60 to 75 attendees on a regular basis.
You bring a group of people together in one room, feed them good food and allow the conversation to flow and amazing things will come out of it.
What is the achievement you are most proud of?
The one thing in my life that I will always be the most proud of is raising my three children as a single father. It was the most challenging and the most rewarding all at the same time.
I am so proud of who each of them has grown into. Believe me, it took a village and I am so happy that I had a village that I could rely on.
What is your biggest challenge today?
My biggest challenge today is having enough time in the day to do everything I want to do. My team is growing to meet the demand of my business. I got into this business to help the people that needed it the most. I take great pride in helping my clients reach their goals.
Words that best describe you: This is a tough one. I’ve been called humble and a leader. I think I would consider myself a connector. I connect people to who they need to be talking to
Actually, I’m just lucky enough to be surrounded by very smart people that allow me to be the face of the organization. AKA, the Napa County Hispanic Chamber of Commerce and the Napa County Latino Leaders Round Table.
As a successful professional, what were the biggest obstacles you faced and how did you overcome them?
In 2006 I was a brand new financial adviser. I was starting my business and was very excited. In 2008 we had the huge market down turn and everyone was fearful of the market. People lost money in their investments, their 401ks were down and they were thirsty for knowledge and guidance
Waddell & Reed
1700 Second St Suite 100, Napa Ca 94559