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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 02865

Out of 400,000+ nationwide

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Jonathan K

Series 65, Series 66

Providence, RI

Efficient Capital Strategies, LLC

Passive / index investing Active portfolio management Real estate investing Cash flow / budgeting
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Jan H

CFP®, Series 66

Lincoln, RI

Eisenhiler Capital LLC

Options & derivatives strategies Real estate investing
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James T

Series 63, Series 65

Providence, RI

Lodestar Wealth, LLC

College savings (529s, UTMA, etc.) Life insurance needs analysis Debt management
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Robert S

CFA®

North Attleborough, MA

Encore Investment Advisors, LLC

Wealth management
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James C

Series 66

Mansfield, MA

Carlson Planning Company

Cash flow / budgeting Debt management Retirement withdrawal strategies Divorce financial planning
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Mark M

CFA®, Series 63

Franklin, MA

MJM Investment Advisors, Inc.

Active portfolio management
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Shaun J

CFP®, Series 63, Series 65

Pawtucket, RI

Jones Fiduciary Wealth Management LLC

Wealth management Active portfolio management Concentrated stock management Real estate investing Options & derivatives strategies
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Christopher B

CFP®, Series 65

North Smithfield, RI

CB Capital LLC

General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Eduardo B

CFP®, CFA®, Series 66

Providence, RI

Goal Wealth Advisory Group, LLC

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies
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Jeffrey P

Series 66

North Smithfield, RI

JBP Financial LLC

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis
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