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!

Patrick Rohe
Partner, Chief Executive Officer
Rockbridge Investment Management
United States, New York, Syracuse
About Me
Profile Information
Partner, Chief Executive Officer
Rockbridge Investment Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Syracuse
New York
United States
Jul 29, 2024
Work Experience
Rockbridge Investment Management
Partner, Chief Executive Officer Jan 2020 - Present
Email: prohe@rockbridgeinvest.com
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