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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 30 financial advisors of 34 near 14456

Out of 400,000+ nationwide

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William D

Series 63, Series 66

Geneva, NY

Fidelity

Bill Dean is the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their family's specific needs, emphasizing trust, communication, and a clear understanding of their goals. Bill has a comprehensive background at Fidelity Investments, having held various positions since 2010. His career progression includes roles as Financial Representative, Investments Solutions Representative, Investments Representative, Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President, Wealth Planner. This experience contributes to his expertise in wealth planning and financial consulting. Outside of his professional work, Bill enjoys cooking and baking, participating in family activities, fitness, football, outdoor adventures, and traveling.

Wealth management
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Adam R

Series 66

Geneva, NY

Edward Jones

Founder/Business Owner
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Joseph O

Series 63, Series 65

Newark, NY

O'Haver Wealth Management, LLC

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James F

Series 63, Series 65

Newark, NY

Citizens Securities, Inc.

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Austin A

Series 63, Series 66

Phelps, NY

Empower Advisory Group

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James D

Series 63, Series 65

Waterloo, NY

Blackridge Asset Management, LLC

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Joseph D

Series 63, Series 65

Clifton Springs, NY

Primerica Advisors

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Sara O

Series 63, Series 65

Clifton Springs, NY

&PARTNERS

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Joseph H

Series 66

Geneva, NY

Principal Financial Services

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Pamela T

Series 63

Geneva, NY

Primerica Advisors

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