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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

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Erik D

Series 63, Series 65

Fairview, NJ

Dellith Wealth Advisory

Erik Dellith is a financial advisor at Dellith Wealth Advisory with over a decade of experience in wealth management. He holds Series 63 and Series 65 licenses and has worked at firms including Rex Global Wealth Management, Summit Financial, and Purshe Kaplan Sterling Investments. He also has academic experience at the University of Mount Saint Vincent and Bergen Community College. Dellith Wealth Advisory provides portfolio management and financial planning services for individuals, high-net-worth clients, and business entities. The firm employs a client-specific Investment Policy Statement and uses a combination of cyclical, fundamental, quantitative, technical, and modern portfolio theory analyses to guide asset allocation and security selection.

Options & derivatives strategies Real estate investing Annuities College savings (529s, UTMA, etc.)
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