Our History

Vento Tax & Wealth Management Group and John J. Vento, CPA, PC was founded in 1985 by John J. Vento, CPA, MBA, CFP®. The firm is rooted in a deep understanding of taxation and the impact taxes play in helping clients achieve their goals. Originally, it focused on delivering tax and accounting services exclusively but quickly evolved to offer more comprehensive financial solutions to clients.

In 1987, John J. Vento became securities licensed and affiliated with Avantax, the national broker-dealer that pioneered Tax-Smart Investing™ (formerly known as HD Vest). This allowed the firm to offer expanded financial planning and investment management services to clients, and the Vento Tax & Wealth Management team grew to accommodate clients’ needs.

John J. Vento, Jr. joined the practice in 2017 and became partner in 2022. Today, the firm employs more than a dozen financial professionals, including certified public accountants, enrolled agents, and CERTIFIED FINANCIAL PLANNERS™.

Get to Know Our Team

Abigale Martuccio

Executive Administrative Assistant

(718)-980-9000 x27

Anita Rosa

Operations Manager

(718)-980-9000 x14

Ashley Arcamone

Client Service Associate

(718)-980-9000 x19

Cristian J. Kocurek, EA, MBA

Supervising Senior Accountant

(718)-980-9000 x24

Daniel Sharp, CPA

Senior Accountant

Daniel Sharp is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by this individual is no way related to Cetera Wealth Services, LLC or its registered representatives.

John J. Vento, Sr., CPA, MBA, CFP®

Founder and Chairman of the Board | Senior Financial Advisor

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...

John J. Vento, Jr., CPA, CFP®

President and Managing Partner

John J. Vento Jr., CPA, CFP® has been working at our firm for the past 14 years and came on board full time 5 years ago after working for PricewaterhouseCoopers LLP for 3 years...

Katelyn Custer

Executive/Personal Assistant

Katelyn Custer is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by this individual is no way related to Cetera Wealth Services, LLC or its registered representatives.

Margaret Herrera

Administrative Assistant/Receptionist

(718)-980-9000 x28

Melissa Perez

Marketing Director

(718)-980-9000 x22

Monaliza Alon

Staff Accountant

(718)-980-9000 x25

Nicole Vento, CPA, CFP®

Financial Advisor

(718)-980-9000 x26

Nicole Vento, CPA, CFP®, joined Vento Tax & Wealth Management Group in the summer of 2024 as a financial advisor, bringing with her a wealth of experience from the financial services industry. Prior to joining the firm, Nicole built a...

Nicole Rizzo

Administrative Assistant/Receptionist

(718)-980-9000 x12

Renee Sabino

Client Relations Manager

(718)-980-9000 x15

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...

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Our History

Get to Know Our Team

We take a tax-smart approach to financial independence.

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