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.