Broker Check

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

John J. Vento, CPA, MBA, CFP®

President

John J. Vento, CPA, MBA, CFP® is the firm’s president and founder. He is the acclaimed author of Financial Independence (Getting to Point X): An Advisor’s Guide to Comprehensive Wealth Management, which showcases the...

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Anita Rosa

Anita Rosa is a financial representative assistant who joined Comprehensive Wealth Management Ltd. In September 2012. She started her career at Merrill Lynch, where she became a member of the quarter century club in 2011. Anita has...

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John J. Vento Jr., CPA

Vice President

jjoseph@ventocpa.com

John J. Vento Jr., CPA 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...

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Norman J. Axelrod, CPA

Norman Axelrod, CPA has been a licensed certified public accountant for 40 years, with a focus on public accounting. He has been with John J. Vento, CPA, P.C. for 10 years and also manages his own accounting practice. He is a...

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Renee DeMuccio

Personal Financial Representative

renee@ventocpa.com

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