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!”
Professional organizations:
NAPFA(board director, New England-Mid Atlantic Region)
Financial Planning Association of CNY
Meals On Wheels of Syracuse (board director)
Experience:
Education:
CERTIFIED FINANCIAL PLANNER®, (CFP®)
Applied Economics and Management and Animal Science (B.S.), Cornell University
Beneath the surface:
Patrick and his wife, Ashley, live on the family farm in Marcellus, NY with their two sons, Lane and Weston, along with their dog Bentley. In his free time, Patrick enjoys being outdoors (especially the Adirondacks), attending local sporting events, and spending time with his family on their dairy farm.
Get to know more about Patrick Rohe:
Client referral
Growth is good
Rockbridge vs. traditional firms
Fee only value
Local
