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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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Jordan H

Series 65

Teaneck, NJ

Revel Wealth Management

Jordan Hod is a financial advisor at Revel Wealth Management with one year of experience in wealth management and financial consulting. He holds a Series 65 designation and has prior work experience at Ellkay, LeagueApps, and Yeshiva University. Revel Wealth Management offers discretionary wealth management and stand-alone financial consulting services to individuals, families, business owners, trusts, estates, charitable organizations, and other entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and charting to construct and monitor portfolios, utilizing a broad range of investment instruments and both long- and short-term strategies.

Options & derivatives strategies Real estate investing Tax-loss harvesting Cash flow / budgeting Founder/Business Owner
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Justin H

Series 66

Teaneck, NJ

Revel Wealth Management

Justin Hod is a financial advisor at Revel Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at May Capital Group, Strategic Wealth Management Group, Bank of America, Merrill, and Yeshiva University. Revel Wealth Management provides discretionary wealth management and financial consulting services to individuals, families, business owners, trusts, estates, charitable organizations, and other business entities. The firm employs a mix of quantitative and qualitative analysis, modern portfolio theory, and charting to manage portfolios using a broad range of investment instruments, and offers both asset-based advisory fees and fixed-fee financial consulting options.

Options & derivatives strategies Real estate investing Tax-loss harvesting Cash flow / budgeting Founder/Business Owner
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