Rebecca Trachtenberg

Rebecca Trachtenberg

Financial Operations Manager

Rebecca Trachtenberg has been with Regal Wealth Advisors since 2012 and serves as the Financial Operations Manager. Rebecca assists with the firm’s investment programs and is also responsible for the operations and administrative management, as well as the development of administrative staff. With 16 years’ experience in operations within the financial services industry, Rebecca experiences and knowledge is a powerful asset.


Currently located back at the Jersey Shore after traveling the world, Rebecca graduated from Monmouth University. Rebecca holds the Series 7 and Series 66 licenses.


Rebecca spends her time with her husband and two small girls. You can find her in the gym on any given day.




Series 7 – General Securities Representative Exam

Series 66 – Uniform Combined State Law Exam