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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 26 financial advisors of 26 near 05491

Out of 400,000+ nationwide

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Malissa M

CFP®, EA

Bristol, VT

Soaring Wealth LLC

Many mid‑career professionals work hard for their equity compensation and global careers, but have little time to untangle the tax and financial complexity that comes with them. When cross‑border issues enter the picture, the stakes and confusion only grow, and the cost of getting it wrong can be significant. I founded Soaring Wealth LLC to help equity‑compensated professionals, US expats in Europe, and investors with complex holdings make clear, confident decisions about their wealth. My clients are often juggling RSUs, stock options, ESPPs, private equity, and multi‑country tax rules — on top of demanding careers and family responsibilities. As your personal CFO, I provide a 360‑degree view of your finances so every choice supports your long‑term goals. My work integrates financial planning, tax planning and preparation, and investment management into one coordinated service. Rather than juggling multiple advisors, you partner with one firm that understands your equity compensation, cross‑border tax obligations, and family priorities — and proactively helps you navigate them. Our work together often includes modeling equity exercise and sale strategies, planning for international moves, coordinating US and foreign tax positions, aligning portfolios with cash‑flow needs, and addressing estate and legacy questions across borders. I highlight trade‑offs and potential unintended consequences in plain language, so you can make informed decisions without needing to become the expert yourself. Clients typically come to me feeling pressed for time and worried about missing something important. My goal is to simplify complexity, reduce decision fatigue, and help you protect and grow your after‑tax wealth — giving you more mental space for your career, family, and the life you are building across countries.

Equity Recipients (RS/RSU, SOP, ESPP) Cross-border / expatriate tax planning Executive Gen X (Born 1965-1980)
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Henry P

CFP®, Series 65

Ferrisburgh, VT

Veteran Wealth Planning

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Stephen B

Series 65

Middlebury, VT

Marble Trail Advisors

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Skylar A

Series 65

Middlebury, VT

Marble Trail Advisors

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Donald D

Series 65

Middlebury, VT

Marble Trail Advisors

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Megan M

Series 65

Middlebury, VT

Marble Trail Advisors

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Eileen M

CFP®

Middlebury, VT

Marble Trail Advisors

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William K

Series 63, Series 65

Vergennes, VT

One Day In July LLC

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Matthew W

Series 66

Middlebury, VT

Marble Trail Advisors

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Jacob H

Series 63, Series 66

Middlebury, VT

Capital Cities Investments

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