Syracuse NY | Rockbridge Investment Management Zach DeBottis

How I got here:

“While earning my bachelor’s degree in accounting from SUNY Geneseo, I landed an internship position at Rockbridge. From there, I developed a real passion for what Rockbridge brings to their clients’ lives. When approaching graduation, I spoke with multiple firms in the industry, but it was apparent to me that my values best aligned with the values in practice every day at Rockbridge. A few years into my career now, I consider myself lucky to work with such a fantastic team every day.”

Favorite part of the job:

“I have always enjoyed the process of problem-solving. Today, that passion takes shape in the form of simplifying the financial picture for clients of Rockbridge. It is rewarding to know that the work I do directly translates into peace of mind for the client, something that everyone can appreciate when it comes to finances.”

Education:

CERTIFIED FINANCIAL PLANNER®, (CFP®)

Accounting (B.S.), State University of New York College at Geneseo

Beneath the surface:

I would consider myself to be a bit of a sports enthusiast. In my spare time, I enjoy both playing and watching a variety of sports. I am a huge fan of the Buffalo Bills, Philadelphia Flyers, and all things Syracuse Orange.

Contact:

Call 315.671.0588 or email zdebottis@rockbridgeinvest.com.

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a call

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a call