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Dan Vobroucek, CSLP®

Dan Vobroucek, CSLP®

Independent Wealth Advisor, Certified Student Loan Professional

Dan Vobroucek is an Independent Wealth Advisor at Select Wealth Partners, he specializes in financial planning, investment management, health insurance and student loan planning. Dan’s passion for people developed early in his career when he worked as a life coach for developmentally disabled individuals, and this passion carried over into a career in finance and investments. He is motivated by seeing people reach each of their financial goals and developing meaningful, lasting professional relationships with his clients.

Dan holds all the necessary licenses to conduct business as an Independent Wealth Advisor. In 2024, Dan received the Certified Student Loan Professional (CSLP®) designation. This puts Dan as just the 5th Advisor in New York State to achieve such designation, and allows him to help clients formulate efficient plans to eliminate their student loans.   Dan is also a health insurance broker on the NY State of Health Marketplace. He considers himself to be a guiding hand to his clients on their financial journeys and strives to help them make effective decisions in their finances.

Dan has had experience volunteering as a tax preparer through the AARP Tax Aide Program. He uses this tax knowledge to further enhance his client experience. Dan is a Hudson Valley native and currently resides in Port Jervis, New York with his wife Erica.  In Dan’s free time, he enjoys hiking, hockey, skiing, and traveling with his wife, Erica.