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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 27 financial advisors of 27 near 15683

Out of 400,000+ nationwide

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Rosemarie P

Series 65

Scottdale, PA

Direct Financial Care

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Ryan N

CFP®, Series 63

Youngwood, PA

Advice & Planning Services LLC

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Christina B

Series 65

Youngwood, PA

Advice & Planning Services LLC

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Steven S

CFP®, Series 66

Scottdale, PA

Innovate Wealth

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Anthony C

Series 63, Series 65

Connellsville, PA

State Farm Investment Management Corp.

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Thomas D

Series 63, Series 65

Connellsville, PA

State Farm Investment Management Corp.

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Bradley A

Series 63, Series 65

Scottdale, PA

State Farm Investment Management Corp.

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Krysta C

Series 63, Series 65

Mount Pleasant, PA

State Farm Investment Management Corp.

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Matthew K

ChFC®, Series 63

Rostraver Twp, PA

State Farm Investment Management Corp.

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Eric L

Series 65, Series 66

Connellsville, PA

StoneX Advisors Inc.

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