Roger Pikul originally got into the financial industry in 2004 due to an early fascination with the stock market and evaluating companies. Over the years, that fascination changed to helping his clients make better financial decisions and witnessing the positive effect of people achieving their dreams. As a Financial Advisor at Select Wealth Partners, Roger specializes in retirement planning, portfolio building, business retirement planning, and health insurance.
Roger believes that building a long-term relationship with clients is absolutely essential to providing the best possible service. He holds Series 7, 24, and 66 securities licenses and is also licensed in life, accident, and health insurance. Roger received his MBA in Finance from Long Island University. He also obtained a Bachelor of Science in Marketing and Management from SUNY New Paltz.
Roger strives to emphasize the importance of explaining financial issues to clients in terms that are transparent and easy to understand. In his free time, he enjoys spending time with his wife of 30 years, Karen, and his daughter, Erica.