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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 08034

Out of 400,000+ nationwide

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Michael C

CFA®

Philadelphia, PA

Carey Investment Solutions LLC

Concentrated stock management
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Logan M

CFP®, Series 65

Philadelphia, PA

Pocket Project

Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses
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Edward H

CFP®, Series 63

Turnersville, NJ

Financial Planning Professionals, Inc.

Active portfolio management Passive / index investing
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Russell W

Series 65

Philadelphia, PA

Global Portfolios, LLC

Passive / index investing
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Phyllis S

CFP®, CFA®, Series 65

Moorestown, NJ

Arrington Financial Advisors, LLC

General retirement planning Income planning Wealth management Active portfolio management Passive / index investing
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Richard A

Series 65

Penn Valley, PA

Wealth Preservation Consultants, LLC.

Active portfolio management Options & derivatives strategies Real estate investing
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Julie M

CFP®, ChFC®

Haddonfield, NJ

Financial Compass LLC

General retirement planning General tax planning Wealth management Passive / index investing Retirement income strategy Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)
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Stephen D

Series 63, Series 65

Marlton, NJ

De Cesare Retirement Specialists

General retirement planning Income planning
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Michael R

CFA®

Gladwyne, PA

Springdale Advisors

Active portfolio management Concentrated stock management
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Michael C

CFP®, Series 66

Washington Township, NJ

MDC Financial Consulting, LLC

General tax planning College savings (529s, UTMA, etc.)
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