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!”

Education

CERTIFIED FINANCIAL PLANNER®, (CFP®)
Applied Economics and Management and Animal Science (B.S.), Cornell University

Professional Organizations

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!”

Beneath the surface

My wife, Ashley, and I are lucky enough to call our family farm in Marcellus, NY home, where we’re raising our two energetic sons, Lane and Weston, alongside a lively crew of dogs. When I’m not busy with farm life, you’ll often find me escaping to the great outdoors, especially drawn to the stunning beauty of the Adirondacks. I’m also a big fan of our local community, so I love cheering on our teams at sporting events. But honestly, some of my favorite moments are simply spent right here on our dairy farm, enjoying quality time with my family amidst all the daily adventures.