Profile
Rebecca Trethewey is a financial advisor with EFS Advisors, known for delivering high-impact financial strategies and building lasting client relationships rooted in trust and results. With a career that began in client service and advanced into leadership, she brings a comprehensive perspective that combines technical expertise with a strong understanding of each client’s unique financial journey.
Trethewey has built her practice around a clear mission: helping individuals and families gain control of their financial lives and move forward with confidence. She is especially passionate about supporting women and families in building long-term financial security and is recognized for her ability to simplify complex financial decisions into actionable, personalized strategies. Her commitment to excellence is reflected in her professional designations – CPFA®, CRES, NQPC™, and TGPC – and in the consistent growth of her practice.
Trethewey is a three-time Five Star Wealth Manager and was previously named to InvestmentNews’ Rising Stars, underscoring both her leadership and industry impact. Based in Cambridge, MN, she is dedicated to delivering an elevated client experience while helping clients reduce financial stress and achieve meaningful, measurable progress toward their goals.
1995 E Rum River Dr S, Cambridge, MN 55008
763 552 6057
rebeccat@efsadvisors.com
linkedin.com/in/rebecca-trethewey-cpfa®-nqpc™-cres-a3084b1b3
rebeccatrethewey.efsadvisors.com
Rebecca Trethewey
Financial Advisor
EFS Advisors
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Bio
Milestones
2024–2026
2025
2026
2021–2025
Present
Five-Star Wealth Manager
2024–2026
InvestmentNews’ Rising Star
2025
National Tax-Deferred Savings Association’s Emerging Star
Connect Money’s 2026 Next Gen Wealth Management
2026
Lead Advisor at Empirical Wealth Management
2021–2025
Lead Advisor and Principal at Empirical Wealth Management since 2025
Present
Milestones
“At this stage in my career, I’m not trying to impress clients with technical language. I’m focused on helping them make better decisions”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.
“A message is only as strong as the receiver’s ability to understand it. Good intent isn’t enough if the client can’t clearly see the benefits and trade-offs”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.