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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 15215

Out of 400,000+ nationwide

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Arlene N

Series 63

Pittsburgh, PA

A. Neff Associates LLC

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting
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Gary S

CFP®, Series 63, Series 65

Canonsburg, PA

Storie Financial Advisory LLC

Passive / index investing Active portfolio management General estate planning guidance
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Jay P

Series 66

Pittsburgh, PA

ClearPeak Capital Management

Options & derivatives strategies
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Patrick D

CFP®, Series 63, Series 65

Wexford, PA

Drazga Wealth Advisors, LLC

General retirement planning Income planning Charitable giving tax strategies General estate planning guidance College savings (529s, UTMA, etc.)
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Thomas F

CFA®, Series 63

Pittsurgh, PA

Emmanuel Capital Management, LLC

College savings (529s, UTMA, etc.) General retirement planning Wealth management Cash flow / budgeting
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Michael M

Series 66

Pittsburgh, PA

Solid Oak Advisory

Income planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Private / alternative investments
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Michael G

ChFC®, Series 63

Canonsburg, PA

Giffin Planning Services, Inc.

Annuities
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Mark D

Series 65

Mc Keesport, PA

Digiorgio Capital Management, Inc.

Wealth management
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Chad B

Series 65

Pittsburgh, PA

Peridot Capital Management

Active portfolio management Retirement income strategy General retirement planning Options & derivatives strategies Retired Young Professionals Approaching retirement
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David M

Series 65

Pittsburgh, PA

WealthProtect Advisors LLC

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Annuities
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