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  • Syracuse, NY Rockbridge Investment Management

Patrick Rohe, CFP ®

How I got here:

“Upon graduation from Cornell University, I was recruited by a large brokerage firm. After months of sales training and minimal help in understanding even the basics of investing, I quickly learned that the brokerage firm model was not for me. I then made the transition to Rockbridge, a fee-only financial planning firm, where I truly enjoy helping people and making a difference in their financial lives!”

Favorite part of the job:

“Meeting all of the different families that I get the pleasure to work with. I feel my job is to help simplify the financial planning process for families, and when I succeed at doing so, I find it very rewarding!”

Experience:

LinkedIn Profile

Education:
  • CERTIFIED FINANCIAL PLANNER™, (CFP®)
  • Applied Economics and Management and Animal Science (B.S.), Cornell University
Professional Organizations:
  • Financial Planning Association of CNY
Beneath the Surface:

Patrick and his wife, Ashley, live in Marcellus with their son, Lane, and dog Bentley. In his free time, Patrick enjoys playing golf, attending local sporting events, and spending time with his family on their dairy farm.

Contact

Call 315.671.0588 or email prohe@rockbridgeinvest.com.

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