John J. Vento, CPA, CFP®, is the Founder and Chairman of the Board of Vento Tax & Wealth Management Group, which he founded in 1985 in New York City. For over 40 years, he has helped thousands of individuals achieve financial independence and build generational wealth through personalized, tax-smart investing and financial planning strategies. He is a nationally recognized keynote speaker, professor, and thought leader in the financial services industry, and the author of multiple books on financial independence and tax-smart strategies, most recently The Generational Wealth Code: A Tax-Smart Roadmap to Financial Independence.

John is affiliated with Cetera Wealth Services, LLC, a leading broker-dealer and previously affiliated with Avantax Investment Services, Inc., where he was ranked as one of the elite financial professionals nationwide for 19 consecutive years. As of December 2025, John Vento with Vento Tax & Wealth Management Group has $289,556,424 in assets under administration through  Cetera Wealth Services, LLC. His expertise lies in tax-smart financial planning, investing, and wealth management. 

John began his career at KPMG LLP, one of the “Big Four” CPA  firms, where he specialized in audits of financial service and health care organizations. He holds a bachelor’s degree in business administration with a concentration in public accounting from Pace University and an MBA in taxation from St. John’s University. John is a Certified Public Accountant (CPA) licensed in Florida, a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, and holds both securities registrations and insurance license.

He has served as a keynote speaker for major institutions and conferences across the country, including NYU Langone Health, Mount Sinai Hospital, the NYU School of Dentistry, and the Greater New York Dental Meeting. Additionally, he has served as an adjunct professor at St. Francis College, Wagner College, and St. John’s University in New York City, and is a passionate advocate for financial literacy.

Outside of his professional work, John is a proud husband and father of three children, all of whom have followed in his footsteps to become accomplished professionals in the financial service industry. He has demonstrated his commitment to financial literacy as the founder of the Educate the Children Foundation, Ltd. Of New York and his outreach programs through the New York City public library system.

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Elite Advisor is an annual firm recognition awarded by Avantax based on total firm production (gross dealer concession) as of December 31 of the prior year. Avantax is a distinct community within Cetera Wealth Services, LLC. The recognition is not indicative of future performance, and no compensation was paid, directly or indirectly, in connection with receiving or using the recognition.  
Recognition received from 2008-2026.

John J. Vento Jr., CPA, CFP® is the President and Managing Partner of Vento Tax & Wealth Management Group, where he leads the firm’s tax and accounting division. With more than a decade of experience at the firm, he brings deep expertise in accounting, finance, and tax planning.

John Jr. began his career at PricewaterhouseCoopers LLP after earning dual degrees in accounting and finance from Quinnipiac University and went on to obtain his Certified Public Accountant (CPA) designation, CERTIFIED FINANCIAL PLANNER® (CFP®) credential, as well as his securities registrations and insurance license and is a co-author of The Generational Wealth Code: A Tax-Smart Roadmap to Financial Independence.

He has a master’s degree in taxation from Rutgers University and now serves as the firm’s lead professional on evolving tax laws. His insight and leadership have been instrumental in positioning the firm as a trusted provider of comprehensive tax smart financial guidance. With his specialization in tax-smart strategies as a CPA and CFP®, John Jr. helps clients turn financial data into actionable strategies that grow and optimize both their business and personal finances.

He is also an accomplished speaker, having presented tax-smart strategies for the American Dental Association and the Greater New York Dental Meeting, and having served as a keynote speaker for Accounting Today webinars attended by thousands of CPAs, enrolled agents, and financial planners on the new tax laws under the One Big Beautiful Bill Act. 

John Jr. is recognized for his deep technical expertise, a clear understanding of tax laws, and a forward-looking perspective that makes his guidance especially valuable for individuals and business owners navigating an increasingly complex financial landscape. 

Certified Financial Planner offering securities through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Nicole Vento, CPA, CFP® is a financial advisor at Vento Tax & Wealth Management Group, bringing extensive experience from top-tier institutions in the financial services industry. Prior to joining the firm, she developed a strong foundation in wealth management through her tenure as an advisor for JP Morgan Private Bank and her five years at Goldman Sachs, where she served as a Sales-Trader for ultra-high net worth clients.

Nicole holds dual Bachelor of Science degrees in Accounting and Finance, as well as a Master’s degree in Accounting, all from Penn State University. She is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER® (CFP®), and holds her securities registrations and insurance licenses, reflecting her strong commitment to professional growth and excellence. 

Nicole is a co-author of The Generational Wealth Code: A Tax-Smart Roadmap to Financial Independence and has presented for the American Dental Association and the Greater New York Dental Meeting, where she has spoken on topics such as managing your investments and tax-smart investing strategies.

With a solid background in asset management and investment strategies, along  with her designation as a CPA and CFP®, Nicole provides comprehensive, tax-smart financial guidance. Her sharp analytical skills, strong educational foundation, and dedication to client success have earned her recognition as a trusted advisor for individuals seeking to build, preserve, and grow their wealth over the long term.

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Renee Sabino is a Client Relations Manager at Vento Tax & Wealth Management Group, bringing over 25 years of industry experience and more than eight years of dedicated service to the firm. In her current role, Renee serves as a key liaison for clients, ensuring their financial administrative needs are met with personalized attention and guidance.

Renee holds a bachelor’s degree from the City University of New York (CUNY) and has furthered her financial expertise through advanced education programs, including The College for Financial Planning and numerous other professional development courses. She is registered with Series 7, Series 63, and insurance credentials, positioning her as a versatile registered professional.

At Vento Tax & Wealth Management Group, Renee’s role focuses on client service coordination and administrative support related to insurance products and retirement plan implementation. Her experience in these areas allows her to assist in facilitating client interactions and supporting the firm’s operational processes. Prior to joining the firm, she gained decades of valuable financial experience with a hedge fund in Manhattan and another private investment advisory firm, where she honed her skills in client service and investment management. 

Renee’s broad industry knowledge and client-focused approach have been instrumental in enhancing the firm’s service offerings. She is committed to supporting clients and the advisory team by helping ensure a smooth and organized client experience.

Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.

John J. Vento Jr., CPA, CFP® is the President and Managing Partner of Vento Tax & Wealth Management Group, where he leads the firm’s tax and accounting division. With more than a decade of experience at the firm, he brings deep expertise in accounting, finance, and tax planning.

John Jr. began his career at PricewaterhouseCoopers LLP after earning dual degrees in accounting and finance from Quinnipiac University and went on to obtain his Certified Public Accountant (CPA) designation, CERTIFIED FINANCIAL PLANNER® (CFP®) credential, as well as his securities registrations and insurance license and is a co-author of The Generational Wealth Code: A Tax-Smart Roadmap to Financial Independence.

He has a master’s degree in taxation from Rutgers University and now serves as the firm’s lead professional on evolving tax laws. His insight and leadership have been instrumental in positioning the firm as a trusted provider of comprehensive tax smart financial guidance. With his specialization in tax-smart strategies as a CPA and CFP®, John Jr. helps clients turn financial data into actionable strategies that grow and optimize both their business and personal finances.

He is also an accomplished speaker, having presented tax-smart strategies for the American Dental Association and the Greater New York Dental Meeting, and having served as a keynote speaker for Accounting Today webinars attended by thousands of CPAs, enrolled agents, and financial planners on the new tax laws under the One Big Beautiful Bill Act. 

John Jr. is recognized for his deep technical expertise, a clear understanding of tax laws, and a forward-looking perspective that makes his guidance especially valuable for individuals and business owners navigating an increasingly complex financial landscape. 

Certified Financial Planner offering securities through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Cristian J. Kocurek, E.A., MBA  is a Supervising Senior Accountant at Vento Tax & Wealth Management Group, bringing more than a decade of public accounting experience to the firm. Since joining Vento Tax & Wealth Management Group in 2019, Cristian has played an important role in delivering tax planning, tax preparation, and accounting services to individuals and businesses.

Cristian earned both his Bachelor of Science degree in Accounting and his Master of Business Administration through St. John's University's five-year MBA program. He began his public accounting career with a regional CPA firm, where he spent more than five years providing tax, accounting, and assurance services. During his time there, Cristian worked extensively with medical practices while also preparing audits, reviews, and compilations for a diverse range of clients. He later joined another public accounting firm specializing in high-net-worth individuals and families, further expanding his experience in complex tax planning and compliance.

Since joining Vento Tax & Wealth Management Group, Cristian has continued to build his expertise in tax strategy and client service. In recognition of his contributions to the firm and leadership within the accounting team, he was promoted to Supervising Senior Accountant in 2025.

Cristian is committed to providing responsive, detail-oriented service and helping clients navigate complex tax matters with confidence. He works closely with the firm's advisors and accounting professionals to deliver coordinated, tax-smart strategies that support each client's long-term financial objectives.

Monaliza Alon is a Staff Accountant at Vento Tax & Wealth Management Group, where she has been a valued member of the team for more than six years. In her role, Monaliza provides tax preparation, bookkeeping, and accounting support for individuals and businesses, helping clients navigate their financial and tax reporting needs with accuracy and attention to detail.

Monaliza earned dual bachelor's degrees in Accounting and Finance from the College of Staten Island, graduating cum laude. During her time in college, she gained valuable hands-on experience through an internship with a New York City CPA firm, where she developed a strong foundation in public accounting and tax preparation.

After graduating, Monaliza joined Vento Tax & Wealth Management Group as a bookkeeper. Through her dedication, strong work ethic, and continued professional development, she quickly advanced into her current role as a Staff Accountant. Over the past six years, she has expanded her expertise in tax preparation, accounting, and client service while working closely with the firm's senior accountants and advisors.

Monaliza is committed to providing dependable, detail-oriented service and takes pride in helping support the firm's clients and accounting team. Her dedication to continuous learning and delivering quality work has made her an important part of Vento Tax & Wealth Management Group's continued success.