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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 03301

Out of 400,000+ nationwide

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Eric S

Series 63, Series 65

Concord, NH

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General estate planning guidance Wealth management
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CFP®, Series 63, Series 65

Concord, NH

Colligan Advisory, LLC

Wealth management College savings (529s, UTMA, etc.)
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Ronald V

CFP®, Series 66

Concord, NH

Valpey Financial Services LLC

General retirement planning Retirement income strategy Social Security optimization Charitable giving & philanthropy Passive / index investing
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Mark L

Series 65

Concord, NH

KCS Advisors, LLC

Concentrated stock management Options & derivatives strategies
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Kevin S

Series 63, Series 65

Concord, NH

KCS Advisors, LLC

Concentrated stock management Options & derivatives strategies
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Souheil A

Series 65

Concord, NH

Triumph Wealth Management LLC

General tax planning General retirement planning
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Gregory G

ChFC®, Series 63, Series 65

Candia, NH

Affinity Investment Group, LLC

ESG / Sustainable investing
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Keith B

Series 65

Concord, NH

Capitol Wealth Management

General retirement planning Wealth management Cash flow / budgeting
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Clayton P

Series 65

Concord, NH

Capitol Wealth Management

General retirement planning Wealth management Cash flow / budgeting
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Colby W

Series 65

Concord, NH

Whitegate Investment Counselors, Inc.

Options & derivatives strategies Real estate investing
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