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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

Top 8 financial advisors of 8 near 12832

Out of 400,000+ nationwide

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Adam I

Series 63, Series 65

Danby, VT

Merrill

Adam Ihasz is a Senior Resident Director and Wealth Management Advisor based in Manchester, Vermont. He has over 30 years of experience in finance, starting his career at Merrill Lynch Wealth Management in Forest Hills, New York. Adam’s professional background includes roles as an Investment Advisor, Institutional Trader, Portfolio Manager, and Chairman and CEO of his family-run investment advisory business. His expertise spans asset management, institutional sales trading, and alternative asset management focused on selecting disciplined hedge fund strategies uncorrelated to underlying markets. Throughout his career, Adam has worked with a range of clients, including some of the largest hedge funds, providing trading ideas and strategies centered on technical analysis, event-driven opportunities, and special situations. He holds several FINRA registrations, including Series 7, 24, 31, 53, 55, and 65, as well as the Certified Plan Fiduciary Advisor (CPFA) designation. Adam's education includes coursework at Long Island University. Adam lives in Danby, Vermont, with his wife Ronda and their two daughters. He maintains a fitness-oriented lifestyle and has competed in amateur bodybuilding competitions. He is also actively involved in the local community, reflecting the Merrill tradition of service. His client focus areas include family wealth management, retirement planning, college education planning, and socially responsible investing.

Private / alternative investments Active portfolio management Wealth management ESG / Sustainable investing Charitable giving & philanthropy Financial Professional Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Claudia C

Series 63, Series 65

Granville, NY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Women Professionals
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Steven J

Series 63, Series 65

Dorset, VT

Evergreen RIA, LLC

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James M

CFP®, Series 63, Series 66

East Dorset, VT

Wealthcare Capital Management LLC

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Michael S

Series 63, Series 66

Dorset, VT

Cambridge Investment Research Advisors

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Bryan B

Series 63, Series 65

Rupert, VT

Cambridge Investment Research Advisors

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Vadim P

Series 63, Series 65

Hampton, NY

UBS Financial Services

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Daniel C

Series 63, Series 65

Pawlet, VT

Ameriprise

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