John J. Vento, Sr., CPA, MBA, CFP®

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.