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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 08540

Out of 400,000+ nationwide

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Michael K

Series 63, Series 65

Princeton, NJ

Endowbridge Capital, LLC

Passive / index investing Active portfolio management Wealth management Factor investing / smart beta Real estate investing Founder/Business Owner Values-based investing
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Robert G

CFP®, CFA®

Hopewell, NJ

Roche Financial Partners LLC

Wealth management General retirement planning Cash flow / budgeting
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Peter P

Series 63, Series 65

Robbinsville, NJ

Pandolfo Capital, LLC

Active portfolio management
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Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Options & derivatives strategies Active portfolio management
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Kurtis B

Series 63, Series 66

Princeton, NJ

Certified Wealth Management & Investment LLC

Wealth management Cash flow / budgeting
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Joseph A

Series 63, Series 65

Langhorne, PA

City Investment Advisors, Inc.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Active portfolio management Retired
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Peter C

Series 63, Series 65

Princeton, NJ

Patton Hall, LLC

Active portfolio management Retirement income strategy
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Sam N

Series 65

Princeton, NJ

Ansonia Capital Advisors LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Uday G

Series 65

North Brunswick, NJ

Gogate, Uday S.

Income planning Concentrated stock management
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Douglas W

CFA®, Series 63

Princeton, NJ

DSW Investment, LLC

Active portfolio management Options & derivatives strategies
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