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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 07417

Out of 400,000+ nationwide

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Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Passive / index investing Founder/Business Owner
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Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Active portfolio management Real estate investing
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David F

Series 63, Series 65

Englewood Cliffs, NJ

Malvern Ridge Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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Brandon S

Series 65

Woodcliff Lake, NJ

Active Wealth Advisors

Active portfolio management Wealth management
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Gene T

CFA®

Fairfield, NJ

3i Wealth Management LLC

Income planning Tax-loss harvesting Cash flow / budgeting College savings (529s, UTMA, etc.)
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Jason B

CFA®, Series 66

Englewood Cliffs, NJ

Julius Wealth Advisors, LLC

Wealth management General tax planning Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Robert S

Series 66

Montvale, NJ

Angel Oak Financial Services LLC

General retirement planning Income planning Cash flow / budgeting Wealth management
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Michael B

Series 63, Series 65

Spring Valley, NY

High Grade Investment Solutions, LLC

Active portfolio management
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Joseph O

Series 65

Pompton Plains, NJ

Obertlik Wealth Management LLC

Wealth management
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Boaz W

Series 63, Series 65

Englewood Cliffs, NJ

Sensus Investment Management

Passive / index investing Active portfolio management
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