Marco Berna, Ceo Vim Wealth Management Email & Phone Number

We were born in Italy :)So we didn't grow up here learning the American Financial system and we can't ask for advice from our parents, siblings, or friends back in our hometown.I can help you fully understand the American Financial system with all it has to offer, saving you time and money and preparing for today and tomorrow.At VIM Wealth Management we are Fiduciary Financial Advisors, so we work for You, not for a bank or insurance company, which means we can concentrate on the options that truly fit your needs and perform best!I enjoy and focus on working with successful Italian Executives, Professionals, and Business Owners who recognize the worth of sound advice to be more financially successful and to free their time to follow their passions!My focus is on learning about your unique situation to provide you clarity and specific advice, being your resource for any decisions regarding:- Investment (Portfolio construction and diversification to increase returns while minimizing risks and fees)- Retirement (Management of your existing 401k, IRA, Roth IRA and Consolidation of old 401k)- Insurance Protection (Life, Disability, Long Term Care, and for Businesses also Group Health/Vision/Dental Plan)- Financing (Mortgages and Loans)- Estate Planning- Tax Saving Strategiesand since these goals are all interconnected, building an overall optimal Financial Plan to ensure they align with your long-term vision, because Wealth only matters if it can increase your Happiness and help you achieve a Fulfilling Life!I look forward to speaking with you!You are welcome to join our page at: https://www.linkedin.com/company/financial-advice-for-italians-in-the-usaCheck my Licenses and Registration on the Official SEC Government website at: https://adviserinfo.sec.gov/individual/summary/6997915

Listed skills include Revenue Analysis, Hotel Management, Hotels, Hospitality, and 55 others.