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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 07438

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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John D

Series 63, Series 65

Denville, NJ

Chambers Capital, LLC

Options & derivatives strategies Passive / index investing
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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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Joseph O

Series 65

Pompton Plains, NJ

Obertlik Wealth Management LLC

Wealth management
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Ketu D

Series 65

Totowa, NJ

I-Squared Wealth Management, Inc.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Tibor D

CFP®, Series 66

Boonton, NJ

Wealthness LLC

Business ownership considerations Business succession planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Charles C

Series 63, Series 65

Parsippany, NJ

Golden Lake LLC

Active portfolio management Options & derivatives strategies
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Harold W

Series 66

Towaco, NJ

Wachtel Capital Advisors, LLC

Options & derivatives strategies Active portfolio management
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Marc S

Series 65

Denville, NJ

Shapiro Asset Management, LLC

Active portfolio management
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Richard B

Series 65

North Caldwell, NJ

Northstar Financial Advisors, Inc.

Concentrated stock management Wealth management Founder/Business Owner
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