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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 11753

Out of 400,000+ nationwide

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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Active portfolio management Options & derivatives strategies
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Michael D

Series 65

Jericho, NY

Third Tier Wealth Management

Wealth management General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) General estate planning guidance
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Amir N

CFP®, EA

Huntington, NY

N Financial Plans

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Neil C

CFP®, Series 63

Bayside, NY

NGC Financial, LLC

Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Retirement income strategy
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Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Options & derivatives strategies Concentrated stock management
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Jonathan F

Series 63, Series 65, Series 66

Garden City, NY

Fischer Advisors LLC

Wealth management College savings (529s, UTMA, etc.)
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Siegfried H

Series 65

Albertson, NY

HF Advisory Services, LLC

Active portfolio management
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Gina G

Series 65

Dix Hills, NY

Life Planning Agency, Inc

Income planning College savings (529s, UTMA, etc.) Wealth management Passive / index investing
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Sivaparvati T

Series 65

Floral Park, NY

Map to Your Wealth LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
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David G

Series 63, Series 65

Oyster Bay, NY

Cove Capital Management Inc.

Active portfolio management Options & derivatives strategies
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