Dan Vobroucek is an Independent Wealth Advisor at Select Wealth Partners, he specializes in financial planning, investment management, health insurance and relationship management. 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 has worked in the financial industry for over three years. He holds Series 7 and Series 66 securities licenses as well as licenses for life, accident, and health insurance. Dan is also a health insurance broker on the NY State of Health Market Place. 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 is a Hudson Valley native and currently resides in Westtown, New York with his wife Erica. Dan actively participates in the local community by volunteering as a tax preparer through the AARP Tax Aide Program. He uses this tax knowledge to further enhance his client experience. In Dan’s free time, he enjoys hiking, hockey, skiing, and traveling with his wife, Erica.