Rebecca Frohlich, CFP®

Rebecca Frohlich’s passion for financial advising began early in her career when she saw how thoughtful planning transformed her own family’s future and brought peace of mind through their life’s major transitions. Since 2002, she has dedicated herself to helping individuals, couples, and business owners create strategies tailored to their unique goals, especially those approaching or enjoying retirement.

As a Certified Financial Planner™ (CFP®), Investment Adviser Representative (IAR), and Certified Financial Fiduciary (CFF), Rebecca combines deep technical expertise with a personal approach to craft comprehensive financial plans. She has a particular passion for working with women, helping them navigate complex financial decisions.

She understands that effective financial planning is about more than numbers; it’s about supporting her clients’ values, lifestyle aspirations, and legacy wishes. She works closely with clients to design personalized plans that address retirement income, tax efficiency, risk management, and wealth transfer, helping them stay informed every step of the way. 

When she’s not helping clients plan for their futures, Rebecca enjoys traveling, golfing, spending time with family and friends, and staying engaged with the Omaha community.