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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 94 near 15904

Out of 400,000+ nationwide

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Richard W

Series 65, Series 66

Johnstown, PA

Merrill

Richard Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial guidance and investment advice to clients, helping them manage and grow their wealth. He holds the Personal Investment Advisor (PIA) designation, reflecting his expertise in personal investment strategies. Richard earned his bachelor's degree from St Francis University. No additional personal interests or community involvement information has been provided.

Wealth management
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Shane D

Series 63, Series 65

Johnstown, PA

Merrill

Shane Downey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Mr. Downey earned a Bachelor's Degree from the United States Military Academy and a Master's Degree from George Mason University.

Wealth management Military & Veterans
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Kathleen W

Series 66

Johnstown, PA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Founder/Business Owner Executive Doctor or Medical Professional
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Thomas C

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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William M

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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Patrick L

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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Joseph W

CFP®, Series 63, Series 65

Johnstown, PA

Mulholland Wealth Advisors, LLC

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Frank L

Series 65

Johnstown, PA

AmeriServ Wealth Advisors Inc

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Eric L

Series 65

Johnstown, PA

AmeriServ Wealth Advisors Inc

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Matthew L

CFP®, Series 66

Johnstown, PA

Mulholland Wealth Advisors, LLC

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