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Our Qualifications

John Vento established the firm of, John J. Vento, CPA, P.C., in June of 1987, and Ronald Muñoz joined the firm in 1991. Today, the firm's Certified Public Accountants and Enrolled Agents have over 100 years of combined experience working with individuals and businesses. This experience allows us to provide cutting edge accounting, tax, and financial services helping our clients maintain and improve their financial independence.

The firm’s Comprehensive Wealth Management approach provides the strategies and implementation to pursue financial success. It serves a wide variety of clients including many professional practices (doctors and dentists), high net worth individuals and those committed to becoming financially independent.

Vento, the firm’s president, is a former accounting professor of Wagner College and Saint Francis College. Professor Vento is also a lecturer to the medical and dental profession. He has been the keynote speaker at various seminars and conferences focused on the financial aspects of establishing a successful medical and/or dental practice. He has lectured through Lutheran Medical Center's resident teleconferencing training program throughout the United States, as well as at Mount Sinai Hospital in Manhattan, and at NYU School of Dentistry. Mr. Vento also lectured at The Greater New York Dental Meeting, on "Tax and Financial Strategies that Create Wealth".

Mr. Vento holds a Bachelor's Degree in Business Administration in Public Accounting and a Master's Degree in Business Administration in Taxation. John is a licensed Certified Public Accountant (CPA) in the State of New York. He is a Certified Financial Planner™ (CFP®) and holds a Series 7, Stock Broker license, Security Principal License in the State of New York. He is a member of the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants.

Mr. Vento brings with him his vast experience from working with KPMG, one of the Big Four Certified Public Accounting firms where he specialized in audits of the medical and dental profession and the financial service industry.

More recently, John has published a book titled Financial Independence (Getting to Point X): An Advisor’s Guide to Comprehensive Wealth Management. This book showcases the guidance he has been providing to his clients for almost 30 years.

 

Ronald D. Muñoz is the vice president and Managing Director of the Certified Public Accounting Firm of John J. Vento, CPA, P.C. Ron earned his accounting degree from the City University of New York and has over a quarter century of experience working with individuals and small businesses. Mr. Muñoz is a federally licensed Enrolled Agent (EA) which is the highest credential awarded by the Internal Revenue Service (IRS) to those who specialize in taxation. As an EA he has unlimited rights to represent taxpayers before the IRS. He is a member of the National Association of Enrolled Agents and has earned the designation of NTPI® Fellow from the National Tax Practice Institute™.

Ronald has extensive and diverse experience from the many industries represented by his clients. This includes the medical/dental profession, retail pharmacy and hospitality to name a few. Ronald is a QuickBooks ProAdvisor and has been instrumental in guiding businesses with improving and strengthening their recordkeeping and internal control systems. Ron’s hands on and personalized approach in working with his clients can be best described by his motto "The Best Minute You Spend is the One You Invest in Someone Else".

Mr. Muñoz is also the vice president and a Principal of Comprehensive Wealth Management Ltd. He is a Registered Representative through HD Vest Investment Services SM and holds a Series 6 securities license. The combination of his years of experience, licenses/designations and the fact that he truly cares about people makes him uniquely qualified in helping his clients pursue their financial goals.

Throughout our lives, we are in a perpetual state of change, financially and otherwise. Our needs and wants are constantly altering along with our income and our standard of living. John J Vento, CPA, P.C. and Comprehensive Wealth Management Ltd. along with their staff of experienced CPA’s, and EA’s can guide you through life’s financial complexities.