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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

Advisors near 01803

Out of 400,000+ nationwide

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Adam A

CFA®, Series 65

Cambridge, MA

Peabody River Asset Management, LLC

Active portfolio management Tax-loss harvesting Retirement income strategy
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Charles L

Series 65

Wayland, MA

Levin Financial Planning

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

Series 65

Arlington, MA

Aztec Capital LLC

Options & derivatives strategies Active portfolio management
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Newton S

Series 63, Series 65

Reading, MA

MS Financial Services, LLC

Wealth management
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Steve N

CFA®, Series 63

Boston, MA

Woodland Investment Consulting LLC

Wealth management Retirement income strategy
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Narendra K

Series 63, Series 65

Chelmsford, MA

Value Financial Services Corp.

Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Brian H

CFP®

Medford, MA

Hennessy Financial Services

General retirement planning
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Linda T

Series 65

Carlisle, MA

Carlisle Financial Group, LLC

Passive / index investing Tax-loss harvesting
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Martin K

Series 63, Series 65

Tewksbury, MA

Capital Wealth Management

Passive / index investing
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Anthony C

CFP®, ChFC®, Series 66

Andover, MA

Zen Financial Planning, LLC

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Umbrella liability Founder/Business Owner
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