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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

Top 30 financial advisors of 1,425 near 02865

Out of 400,000+ nationwide

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Sue D

CFP®

Wrentham, MA

New Shore Financial LLC

New Shore Financial was born from my passion to help professional women navigate the challenges associated with financial changes in their lives. Too often, I see women who have remained hands-off or simply have no time when it comes to their family finances. When faced with new choices or challenges, they are not sure which is the best financial decision given their personal circumstances. I am committed to helping women understand and take control of their financial life. As a young woman, it was important for me to be financially independent. I remember hiring my first CPA to do my taxes and my father saying, “Don’t just file those away. Look them over and get an understanding of what’s going on”. I heeded his advice and learned I actually enjoyed diving into the numbers. I found that I had a strong interest in personal finance. I enjoyed reading about it, learning new strategies and implementing what I learned in my own financial life. My strengths and interests came together for me in a career path that allows me to help others navigate their own finances in a way they can understand, implement and feel confident about.

Equity Recipients (RS/RSU, SOP, ESPP) Sales Professional Women Professionals Gen X (Born 1965-1980)
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William F

CFP®, Series 66

Riverside, RI

Edward Jones

Business ownership considerations Wealth management Founder/Business Owner Intergenerational Families
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Patrick H

Series 66

North Smithfield, RI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business succession planning General estate planning guidance Executive Founder/Business Owner
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Paolo C

CFP®, Series 66

Greenville, RI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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Linda F

Series 66

Rehoboth, MA

Edward Jones

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Nathan F

CFP®, Series 63, Series 65

Cranston, RI

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Wealth management
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Michael M

CFP®, Series 66

Foxboro, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business succession planning Multi-generational wealth transfer Founder/Business Owner Executive Doctor or Medical Professional Intergenerational Families
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Kevin J

Series 66

Franklin, MA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Alexander H

Series 63, Series 66

Cranston, RI

Edward Jones

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Kelley B

Series 66

North Providence, RI

Edward Jones

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