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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 9 financial advisors of 9 near 13778

Out of 400,000+ nationwide

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Kevin C

Series 66

Greene, NY

Edward Jones

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Eric B

Series 66

Whitney Point, NY

Milestone Consultants, Inc.

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Michael C

Series 63

Myrtle Beach, SC

LPL Financial

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Matthew C

Series 63, Series 65

Binghamton, NY

Mass Mutual Investors Services

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Melissa T

Series 63, Series 65

Binghamton, NY

LPL Financial

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Matthew D

Series 66

Binghamton, NY

LPL Financial

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Louis T

Series 66

Binghampton, NY

LPL Financial

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Cameron F

Series 66

Binghamton, NY

LPL Financial

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Louis G

Series 63, Series 65

Greene, NY

LPL Financial

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