RETIREMENT PLAN SPECIALIST
Garrett Rohrbaugh is a Retirement Plan Specialist for Water Street Financial, a locally owned and operated wealth and financial management firm that specializes comprehensive goals based financial planning for individuals and families, investment advisory to non-profits and municipalities, consulting services to retirement plan fiduciaries, and outcomes based financial wellness programs to the participants of employer retirement plans. Water Street Financial is powered by LPL Financial and Wealthcare Advisory Partners.
In his current position, Garrett is responsible for providing institutional clients with an in-depth analysis of their company retirement plan. He assists plan sponsors and investment committees with their investment options, RFP analysis, plan design consultation, fiduciary responsibilities and provides education to plan participants.
Garrett has spent the last year and a half with Water Street Financial specializing in company retirement plans. He earned his Bachelor’s and Master’s Degrees in Business Administration from Shenandoah University. Garrett holds the Series 65 through Wealthcare Advisory Partners and the Certified Plan Fiduciary Advisor (CPFA) through the National Association of Plan Advisors (NAPA).
Garrett enjoys spending his personal time with his wife Ericka and their family. He is involved in the Young Professionals Group of Winchester, and is an avid fan of the Penn State Nittany Lions and Baltimore Orioles.