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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 06419

Out of 400,000+ nationwide

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CFA®, Series 63, Series 65

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Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dennis O

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Wealth management Retirement income strategy Cash flow / budgeting Active portfolio management
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Cash flow / budgeting Debt management Charitable giving & philanthropy
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Options & derivatives strategies
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Active portfolio management Concentrated stock management
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John M

Series 63, Series 65

Guilford, CT

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Options & derivatives strategies Passive / index investing Wealth management
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Douglas K

CFA®, Series 63

Chester, CT

DAK Financial Services, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Life insurance needs analysis
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Sally K

CFP®, Series 65

Guilford, CT

Real Financial Planning, LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance Self-Employed Retired Young Families Young Professionals
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Gregory G

CFP®, Series 63

Madison, CT

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Wealth management
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Keith H

Series 63, Series 65

Guilford, CT

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Active portfolio management Wealth management Tax-loss harvesting
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