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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 11776

Out of 400,000+ nationwide

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Daniel S

Series 65

Shirley, NY

Freemind Financial Advisory

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Christopher W

Series 65

Commack, NY

First Shelbourne

Passive / index investing Active portfolio management Retired
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Joseph O

PFSâ„¢

Port Jefferson Station, NY

O'Hara Wealth Management Inc

Annuities
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Peter C

CFP®, ChFC®, Series 63, Series 65

Mt. Sinai, NY

Crystal Brook Advisors

Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner
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Gigi T

Series 65

Setauket, NY

Old Field Advisors LLC

Concentrated stock management Options & derivatives strategies Retirement income strategy
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Johnathan K

CFA®, Series 63, Series 66

Ronkonkoma, NY

Komich Capital Advisors

General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting
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Richard S

CFA®, Series 63, Series 65

Bellport, NY

R.O.S. Asset Management

Active portfolio management Concentrated stock management
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Walter W

CFP®, Series 63

Smithtown, NY

Arcadia Wealth Management

Passive / index investing Wealth management General tax planning College savings (529s, UTMA, etc.) Established Professionals
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Allison V

CFP®, Series 63

Smithtown, NY

Arcadia Wealth Management

Passive / index investing Wealth management General tax planning College savings (529s, UTMA, etc.) Established Professionals
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Daniel L

CFP®, Series 63, Series 65

Hauppauge, NY

NestEgg Advisors, Inc.

Wealth management Active portfolio management Options & derivatives strategies Cash flow / budgeting
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