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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 10 financial advisors of 10 near 14437

Out of 400,000+ nationwide

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Lauren H

Series 63, Series 65

Dansville, NY

Allworth financial, L.P.

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Christina H

Series 63

Nunda, NY

Blackridge Asset Management, LLC

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Arnold P

Series 66

Dansville, NY

J. W. Cole Advisors, Inc.

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Terry M

Series 63, Series 65

Dansville, NY

Allworth financial, L.P.

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Nicole J

Series 63

Dansville, NY

J. W. Cole Advisors, Inc.

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April B

Series 63, Series 65

Rochester, NY

Cambridge Investment Research Advisors

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Gary E

Series 63

Nunda, NY

OSAIC

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Mark A

Series 63, Series 65

Nunda, NY

LPL Financial

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James S

Series 63, Series 66

Nunda, NY

OSAIC

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Lea B

Series 63

Mount Morris, NY

Mass Mutual Investors Services

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