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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 07670

Out of 400,000+ nationwide

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Oscar F

Series 66

New York, NY

Legado Wealth Management LLC

Wealth management Active portfolio management Private / alternative investments
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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

Wealth management Passive / index investing General retirement planning
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Fabian D

CFP®, CFA®

White Plains, NY

FMD Wealth Advisors LLC

Options & derivatives strategies Divorce financial planning
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Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Active portfolio management Real estate investing
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Stephanie D

Series 65

New York, NY

Watch Hill Advisors, LLC

Passive / index investing
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Antonio T

CFP®, Series 63

White Plains, NY

Financial Planning Associates, LLC

Wealth management College savings (529s, UTMA, etc.) Annuities 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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Jay T

CFA®, Series 66

Nyack, NY

Sanskar Advisors, Inc.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Abraham I

Series 63, Series 65

Cedar Grove, NJ

Itani Wealth Management

Wealth management Passive / index investing
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Pasquale P

Series 63, Series 66

Rutherford, NJ

Avanti Wealth Management

Private / alternative investments Annuities Tax-loss harvesting
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