Becca Löffler
FPQP®
Director of Operations
Currently living in: Frisco, TX
Hometown: Dallas, TX
Rebecca Loeffler is the Director of Operations at Brooklyn Fi, bringing over 17 years of experience in RIA and wealth management operations. She specializes in operational strategy and infrastructure buildouts, alternative investment administration, compliance oversight, and leading cross-functional teams — with a proven track record of scaling firms and driving meaningful efficiency gains. Rebecca holds a Bachelor's degree in Business Administration from the University of North Texas and earned her FPQP® certification in 2017.
Get to know Becca:
A Texas native, she lives north of Dallas with her husband and two sons. When she's not working, you'll likely find her out on a trail hiking, kayaking down a river, or camping under the stars, and when she gets the travel itch, she's happiest exploring somewhere new around the world.
The best piece of financial advice I’ve ever received is…
"Pecunia non olet" — money doesn't smell. Or to put my personal spin on it, neither does ambition, hard work, or the dream of a better future. We serve every client as the whole person they are.
