Broker Check

Helping plan, save, and work toward growing wealth.

These statements are testimonials by clients of the financial professional as of 06/07/2025. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

This team is a wonder to work with.  I always feel they have my best interest at heart and help me feel confident in making important financial decisions.  Whenever something comes up that I don't quite understand, I appreciate knowing that they will alleviate my stress. I always feel confident that they will take care of any issues that arise with kindness and knowledge. 

 

- Janet L.  / Retired

I have been with Quest, now Quest Advisory, for many years now. I remember how nervous I was when I had to transfer all my investment funds from my union plan to Quest, roughly a half million dollars. I white knuckled it and went with Quest and never looked back. Robert Cepeda, I quickly found out, was more than capable of handling my funds with his level of expertise, and his staff was just as capable, always treating my wife and I with intelligence and respect.
As time moved forward, Robert and staff regularly met with us to discuss where we were financially based on current events and administration changes helping us adjust our investments to the times then, and for the future.
When questions arose that needed a professional answer, Robert and staff were always a phone call away.
During our last meeting, not too long ago, I shared with him how our association with Quest Advisory has been a positive force in our lives, and they were not just words but the truth.
I highly recommend Quest Advisory to anyone who has investment money and who is
looking for competent and personal care towards their financial goals.

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- Ronald & Marjorie N.  / Retired

Robert Cepeda has been my financial advisor for about 9 years now, when I moved my retirement account to Quest from another advisor. Aside from being warm, energetic, and personable, Robert is super knowledgeable about the market and thoroughly explains my financial situation, answering questions and offering thoughtful guidance to help me make informed decisions for my future. I have full trust in his ability and the whole Quest Team, they truly seem to care about all their clients! 

 

-Corinne BRetired

As the year comes to a close, we wanted to express our sincere gratitude. Your excellent advice has been a true gift, providing us with a strong sense of financial well-being. We are sincerely thankful for your steady guidance. Wishing you a wonderful holiday season and a happy New Year!
Cheers to another prosperous year ahead!

 

-John & Laura D. / Retired

Overcoming Limitations - TED Talk by Robert Cepeda

Overcoming Limitations - TED Talk by Robert Cepeda

It's no revelation that roadblocks show up time and time again in all our lives. But why is it that so many of us impose these hurdles on ourselves? Robert Cepeda unpacks that question as he sheds light on overcoming self-limitations. 

Our Team is Here for You

Our Team is Here for You

Our advisory team is dedicated to helping you navigate your financial journey with personalized strategies and expert guidance. We prioritize your goals and work collaboratively to work toward building a secure financial future tailored to your needs. 

Transforming Your Confidence in Your Financial Future

IRA Rollovers and 403b’s

IRA Rollovers and 403b’s

We specialize in guiding you through IRA rollovers and 403(b) transfers, ensuring a smooth transition that seeks to maximize your retirement savings.
Our team provides personalized advice to help you understand your options, minimize tax implications, and choose the best investment strategies for your financial goals.

Asset transfer

Asset transfer

We assist you with asset transfers by providing clear guidance and support throughout the process. Our team helps you navigate the complexities, ensuring that your assets are moved efficiently while working toward minimizing tax implications and aligning with your overall financial strategy.

Estate Preservation

Estate Preservation

We can help you with estate preservation by creating tailored strategies to protect and manage your assets for future generations. Our team offers guidance on wills, trusts, and tax planning to ensure your wishes are honored while minimizing potential tax burdens and safeguarding your legacy.

Second Look Program

Second Look Program

Our Second Look Program provides a comprehensive review of your existing financial plans and investments. We assess your current strategies to identify opportunities for improvement, in an effort to ensure that your financial goals are being met and helping you work toward optimizing your portfolio..

Our Three-Step Approach

Our simple three-step approach makes navigating your financial journey effortless,
guiding you from discovery to implementation with clarity and support.


Step 1:
Schedule a Time to Chat

We begin with a thorough assessment of your financial situation, goals, and priorities to understand your unique needs.


Step 2:
Discuss Your Dreams and Goals

Based on our findings, we create a customized financial strategy that aligns with your objectives and seeks to maximize growth potential.


Step 3:
Chart a course for your future.

We execute the plan and regularly review your progress, making adjustments as needed to ensure you stay on track toward your financial goals.

Knowledge Paves the Way to Financial Freedom.

Whether you're looking to retire early, finance a college education, or pursue your passion for philanthropy,
our client-centered resources are here to assist you.

Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

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Deciding When to Take Social Security

Deciding When to Take Social Security

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Get in touch with us
Your Financial Journey Begins Here

Take the first step in your financial journey by reaching out to us today;
we’re here to guide you every step of the way.

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