Rebecca Trethewey, CPFA | Financial Advisor in Cambridge, MN

Financial Clarity Starts Here

Financial planning for you and your loved ones—simple, accessible, and with no minimums.

For Women, by a Woman

Empowering women to take control of their financial lives with clarity and confidence.

Real People. Unique Journeys.

No stress. Real strategies for real life—tailored to you.

I believe financial planning should feel personal—not overwhelming. With a client-first approach and clear guidance every step of the way, I help individuals and families make confident, informed decisions about their future.

- Rebecca Trethewey, CPFA®, NQPC™, TGPC, CRES

Helping Women Bridge the Investment Confidence Gap

Get educated and started on your investment journey.
Protect your family at every stage of life.
Develop a roadmap as unique as you are.
Get guidance if you see change ahead.

Services Overview

Retirement & Planning

Personalized strategies to grow and protect your wealth.

Investment Management

Helping you prepare for every stage of life—with confidence.

Estate, Protection & Legacy

Planning for what matters most, now and for the future.

Partnering with Me

Working together means regular check-ins, annual reviews, and access to exclusive resources such as free wills and discounted trusts. I also host events throughout the year to help clients stay informed and connected, no matter where they are.

Becoming a client of mine

Tax-Exempt & Governmental Plan Consultant

I’m excited to share that I’ve earned the Tax-Exempt & Governmental Plan Consultant credential from the NTSA. I’m grateful for the opportunity to continue growing in my work and to serve clients with even deeper expertise.

NTSA Emerging Star Accolade

I’m grateful for the opportunity to serve my clients and contribute to the NTSA Business Intelligence and Summit Planning Committees.

This recognition is a meaningful milestone, and I remain committed to strengthening our profession, advancing inclusive financial education, and helping individuals plan confidently for retirement.

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Investment News: 40 Under 40

I’m honored to be recognized by Investment News as one of the top financial advisors in the U.S. through their Rising Stars 40 Under 40 award.

Learn more about this recognition and my approach to helping clients achieve their financial goals.

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Let’s Talk About Your Goals

Schedule Online Today

Not sure where to start? Book a complimentary meeting to talk through your goals and begin building a plan that fits your life.