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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

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Passive / index investing
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General tax planning Life insurance needs analysis Long-term care insurance Disability insurance
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Morristown, NJ

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Options & derivatives strategies Private / alternative investments
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Whippany, NJ

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Passive / index investing
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John D

Series 63, Series 65

Denville, NJ

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Options & derivatives strategies Passive / index investing
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Claudia M

CFP®, Series 63

Millington, NJ

Epona Financial Solutions

Divorce financial planning
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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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