Broker Check
John J. Vento, CPA, MBA, CFP®

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 guidance he has been providing to his clients for almost 30 years.


John graduated from Pace University with a bachelor’s degree in business administration in public accounting, and continued on to earn an MBA in taxation from St. John’s University. He is a certified public accountant (CPA) and a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. John is also a Certified Financial Planner™ (CFP®). He holds a Series 7 stock broker license. John has been a registered representative and advisor representative with Avantax Investment ServicesSM and Avantax Advisory ServicesSM since 2001. He is one of their top advisors, with assets under management in excess of $100 million.


John has been the keynote speaker at various seminars and conferences throughout the United States, which focus on tax and financial strategies that create wealth, especially for the medical and dental professions. He has lectured at Lutheran Medical Center, Mount Sinai Hospital, the NYU School of Dentistry, and the Greater New York Dental Meeting. He frequently appears on financial television programs such as NY1 News “Money Matters,” Fox News, the Willis Report, and the Neil Cavuto Show. He has also published numerous articles in publications such as Money Magazine, Reuters, the Wall Street Journal, Forbes, Bloomberg Businessweek, and MarketWatch. He was a subject matter expert on topics including tax saving strategies, financial planning, and various other wealth management issues.


John brings with him his vast experience from working with KPMG LLP, one of the “Big Four” CPA firms, where he specialized in audits of the medical and dental profession and the financial service industry. He has been an adjunct professor at St. Francis College in Brooklyn, New York, as well as Wagner College in Staten Island, New York. John has been recognized as an advocate for promoting financial literacy and has been a lecturer throughout the New York City Public Library system.