Rebecca Trethewey (Cambridge)

As a financial advisor with EFS Advisors, Rebecca specializes in working with individuals in different stages of retirement planning. Before becoming a fully licensed professional, Rebecca held various positions at EFS Advisors, where she learned the nuances of the company and the industry and earned a reputation for excellent client service. Rebecca is known for her relatability, taking pride in working hard and giving her best to colleagues and clients. Mentored by the company president and owner, she is well-adept at providing sound advice to individuals and families, no matter where they are on their road to retirement. In addition to her Series 6, 26, 63, and 65 registrations, Rebecca also holds her Life and Health Insurance license, her Certified Plan Fiduciary Advisor (CPFA®) and Certified Retirement Education Specialist (CRES) certifications, and is Long Term Care Insurance certified. Her specializations include comprehensive financial planning and the coordination of benefits for employees. Rebecca currently resides in Stanchfield, MN with her husband, Aaron, son, Samuel, and daughter, Rosemary. In her free time, she enjoys spending time with family and friends, cooking, and anything related to the outdoors. Rebecca looks forward to assisting her existing and new clients with their financial and retirement planning needs and will work passionately alongside them as they work to attain their financial goals.