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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 909 near 03049

Out of 400,000+ nationwide

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Charitable giving & philanthropy Business ownership considerations Retirement income strategy Planning for children with special needs Military & Veterans Founder/Business Owner Intergenerational Families
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Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance
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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Series 63, Series 66

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Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management
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