Nicole Vento, CPA, CFP®, joined Vento Tax & Wealth Management Group in the summer of 2024 as a financial advisor, bringing with her a wealth of experience from the financial services industry. Prior to joining the firm, Nicole built a strong foundation in wealth management with over a year and a half at JP Morgan Private Bank and five years of investment experience at Goldman Sachs, where she specialized as a Sales-Trader in Investment Management.
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 multiple licenses under FINRA, reflecting her dedication to professional excellence.
Nicole’s extensive background in asset management and investment strategies, combined with her academic rigor and professional credentials, equips her to deliver comprehensive, tax-smart financial advice to our clients. Her fresh perspective, analytical skills, and commitment to excellence make her an invaluable asset to Vento Tax & Wealth Management Group.