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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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Out of 400,000+ nationwide

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Series 65

Wayland, MA

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General retirement planning College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting
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Michael O

PFSâ„¢, Series 65

Millis, MA

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Wealth management Tax-loss harvesting Real estate investing
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Theodore W

CFP®, Series 63, Series 66

Medfield, MA

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Wealth management
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CFP®, Series 65

Wellesley, MA

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Passive / index investing Active portfolio management
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Fermo B

Series 65

Newton Upper Falls, MA

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General retirement planning Roth conversion strategy College savings (529s, UTMA, etc.) General tax planning Real estate investing
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Peter F

CFP®, ChFC®, Series 63

Wellesley, MA

Fourthpoint Advisors

Annuities Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Founder/Business Owner
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Eric L

CFP®, Series 63

Newton Center, MA

Liriano Wealth Advisory Group, LLC

ESG / Sustainable investing
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Brenda W

Series 65

Waban, MA

Wenning Investments, LLC

Real estate investing Passive / index investing
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Marc S

Series 63, Series 65

Medfield, MA

Silk Investment Advisors

Active portfolio management Concentrated stock management
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Derek C

CFA®

Wellesley, MA

Northquant Capital Management, LLC

Active portfolio management Options & derivatives strategies
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