VIM Wealth Management, LLC

Vonnell Martinez is a financial advisor with VIM Wealth Management, LLC in Coral Gables, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Co. Outside of advisory work, Martinez is involved in athletic officiating as a referee for judo and Brazilian Jiu-Jitsu competitions and operates various business ventures including real estate sales and mortgage referral services. VIM Wealth Management provides investment advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a proprietary strategic asset-allocation methodology incorporating multiple analytical approaches to tailor diversified portfolios, which are monitored and rebalanced continuously on a discretionary basis.

Marco Berna is a financial advisor at VIM Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Cetera Investment Advisers. Outside of his advisory role, Berna serves on the boards of the Rotary Club, Casa Italia Miami, and a condominium association in Miami Beach, and he is involved in mortgage referral activities for VIM Capital Group in the U.S. and Europe. VIM Wealth Management provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a proprietary strategic asset-allocation approach and integrates multiple analytical methods to tailor and manage diversified portfolios on a discretionary basis.

Jessica Bryan is a financial advisor at VIM Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her background includes roles in education and financial services, including positions at Cushman School, Primerica, and Future Empowered, LLC. She also operates Jess Bryan, Inc., an entrepreneurial venture she has managed for ten years. VIM Wealth Management provides investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm uses a proprietary strategic asset-allocation methodology and combines multiple analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Jorge Tijerino is a financial advisor at VIM Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he owns an IT consulting and networking business, Fix My WiFi, Inc. VIM Wealth Management provides investment advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a proprietary strategic asset-allocation methodology and uses a combination of macroeconomic, fundamental, quantitative, technical, and qualitative analysis to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Franco Allena is an advisor at VIM Wealth Management, LLC in New York, NY, holding Series 65 and Series 66 licenses. He has experience working with several firms including Martinez & Novebaci since 2012, Kelmer Group, Machinio Corp., and Random Creations Only Corp. VIM Wealth Management is a team-based adviser managing approximately $31 million for a diverse client base including individuals, families, trusts, estates, businesses, charities, and qualified retirement plans. The firm uses a proprietary strategic asset allocation process and multiple analytical approaches to manage portfolios, offering discretionary investment management, financial planning, and qualified plan consulting, along with unique subscription options and access to held-away retirement accounts through third-party technology.