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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 22 financial advisors of 22 near 05851

Out of 400,000+ nationwide

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Shaina C

Series 66

St Johnsbury, VT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Lauren S

Series 66

St Johnsbury, VT

Edward Jones

General retirement planning Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance
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David G

Series 66

Lyndonville, VT

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Business exit / sale strategy General estate planning guidance
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James M

CFP®, Series 63

Saint Johnsbury, VT

Milne Financial Planning, Inc.

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Robert T

Series 63, Series 65

St. Johnsbury, VT

OSAIC Institutions, INC.

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Patrick H

Series 63, Series 66

East Burke, VT

SPC

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Ronald S

Series 63, Series 65

Lyndonville, VT

Empower Advisory Group, LLC

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Ryan A

Series 66

St. Johnsbury, VT

STIFEL, NICOLAUS & Company, Incorporated

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Staci S

Series 63, Series 66

St. Johnsbury, VT

STIFEL, NICOLAUS & Company, Incorporated

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Kenneth K

Series 63, Series 65

St. Johnsbury, VT

STIFEL, NICOLAUS & Company, Incorporated

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