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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 06410

Out of 400,000+ nationwide

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Clifford S

CFP®, Series 66

Middletown, CT

Lifestyle Financial Strategies, LLC

General retirement planning General tax planning Cash flow / budgeting Wealth management
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Aaron S

Series 63

Wolcott, CT

Farmingbury Financial Services, LLC

General retirement planning General tax planning
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Robert B

PFSâ„¢

Carmel, CA

Bleeck Financial Management, Inc.

Wealth management
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Douglas P

Series 63, Series 65

Rocky Hill, CT

Dennis Glynn, CPA

Active portfolio management Options & derivatives strategies Income planning General tax planning
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Sam S

Series 63, Series 65

Southbury, CT

Shehu Asset Management, LLC

Options & derivatives strategies
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Nathaniel B

CFP®, Series 63

Watertown, CT

Burne Financial Concepts, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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James D

ChFC®, Series 63

Cromwell, CT

Capital Planning Consultants, LLC

General retirement planning Annuities Wealth management Cash flow / budgeting
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Lili V

CFP®

Woodbridge, CT

Wealth Protection Management

Divorce financial planning Divorced
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Brian W

Series 66

Southington, CT

Northshire Consulting, LLC

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Matthew F

Series 65

North Haven, CT

Morrissey Wealth Management LLC

General retirement planning Income planning Stock option exercise strategy Cash flow / budgeting Entity structure planning (LLC, S-Corp) Founder/Business Owner Executive Mid-Career Professionals
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