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Rebecca O Wise

Advisor Image
Rebecca O Wise
Financial Associate
.
FIC
Women's Markets
Young Families
Retirement Planning
About Rebecca Wise
About Rebecca Wise

Understanding your financial picture does not need to be confusing or complicated. I am here to educate you and help you understand the basic fundamentals of your financial portfolio in a comfortable and stress-free environment. I believe all we have is a Gift from God. And it is my role to help you be wise with your money and provide comprehensive financial guidance that reflects your goals and values as well as empower you to navigate your financial journey with confidence.

In my spare time, you can find me in the great outdoors enjoying bike riding, kayaking and hiking. I love to read a good book in print form. Spending time with family and friends and serving the communities and churches for where I live and work brings me joy. I am inspired by the biblical verse: 1 Peter 4:10 "Each of you should use whatever gift you have received to serve others, as faithful stewards of God's grace in its various forms."

Giving Back
  • Volunteer, Thrivent Action Teams in churches and the community
  • Member, Berks Mont Business Association
  • Member, TriCounty Area Chamber of Commerce
  • Member, Building a Better Boyertown
  • Member, Trinity Evangelical Lutheran Church, Hecktown (Bethlehem)
  • Former Board Member, Habitat for Humanity Lehigh Valley
  • 2018 Mid-Atlantic Region Volunteer of the Year - Thrivent
Education & Accomplishments
  • Graduate of Boyertown HS, class of 1982
  • Bachelor of Arts - Lebanon Valley College, class of 1986
  • Life and Health Insurance Licenses
  • Finra Series 6 Investment Company and Variable Contracts Products Representative
  • Finra Series 63 Uniform Securities Agent State Law Exam
My qualifications
  • Fraternal Insurance Counselor
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Delaware
  • Michigan
  • Minnesota
  • New Jersey
  • Pennsylvania
  • South Carolina
  • Virginia

Insights

How a term-to-permanent life insurance contract conversion works
How a term-to-permanent life insurance contract conversion worksLife changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.​
Your super catch-up window is here
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can: • See if you qualify and how much extra you may be eligible to contribute. • Understand the factors that may influence this decision. • Evaluate if contributing more—or another strategy—makes the most sense for your goals. Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
Put your savings to work for what’s next
Put your savings to work for what’s nextYou've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next. Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
The Washington Update image
The Washington UpdateOct 27, 2026, 11:30 PM UTC
Online Workshop
How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning.This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.Date & TimeTime shows in Eastern Time (US and Canada)You can choose to attend one or more of the following webinars.Oct 27, 2026 01:00 PMOct 27, 2026 07:30 PMNo products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1
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Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations