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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 06877

Out of 400,000+ nationwide

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CFA®, Series 65

Ridgefield, CT

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General retirement planning Income planning Wealth management Passive / index investing
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Brian L

Series 63, Series 65

Norwalk, CT

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Divorce financial planning Business exit / sale strategy Real estate investing Options & derivatives strategies
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Lawrence H

Series 65

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Wealth management Consultant
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Sean W

Series 63, Series 66

Katonah, NY

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Options & derivatives strategies
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Charles S

Series 66

Westport, CT

Blue Keel Financial Planning

Cash flow / budgeting Retirement withdrawal strategies College savings (529s, UTMA, etc.) General estate planning guidance Active portfolio management
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Norman K

Series 65

Westport, CT

Norman Kramer Investments, Inc.

Active portfolio management Options & derivatives strategies
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Patrick B

Series 63, Series 65

Fairfield, CT

Aspetuck Financial Management LLC

General retirement planning Retirement income strategy Wealth management
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Daniel G

CFP®, CFA®, Series 63, Series 65

Newtown, CT

Iron Path Wealth Management, Inc.

Business sale tax planning Debt management College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
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Duncan R

Series 63, Series 65

Norwalk, CT

Rowayton Investment Advisors

Options & derivatives strategies
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Anthony S

Series 63, Series 65

Pound Ridge, NY

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Active portfolio management Concentrated stock management Tax-loss harvesting Private / alternative investments
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