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Dan Vobroucek

Financial Advisor


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Roger Pikul New York Financial Advisor


Dan has always had passion for helping people reach their goals and an interest in finance. Early in his career he enjoyed working as a life coach for developmentally disabled individuals. Through this endeavor Dan learned the value of excellent communication and goal setting.

Dan insists a trusting advisor-client relationship is imperative to creating, and implementing a financial plan. He goes on to say, “I want to know my clients unique personal stories and financial situations, so I can develop lasting relationships. When the markets are positive It’s easy to get by without an advisor. It's during the difficult times that I want to be here for my clients the most”.

From a young age, Dan studied the financial markets. He believes learning is a life-long process. Dan states, “To me true success means learning and growing every day. Here at Quest I have the opportunity to learn every day from advisors who have a wide array of experience”.

Dan holds FINRA Series 7 and Series 66 Investment Advisory Securities Licenses as well as his life, accident, and health insurance license. Dan is a native or the Hudson Valley. He contributes to the community by coaching youth hockey around the Hudson Valley.


Kathy

Executive Assistant


Personalized Service with a clear action plan.

Taking action begins with understanding your complete story. The more detailed you are about your current situation and your desires for the future, the greater the possibility to achieve. 

This all begins with filling out the Client Profile. Please click below to get started.

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Phone 845.294.1313 Email dan@questfinancialservices.com