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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 38 near 17961

Out of 400,000+ nationwide

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Melissa V

Series 66

Orwigsburg, PA

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer
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Robert E

Series 66

Pottsville, PA

Ameriprise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retirement income strategy General retirement planning Doctor or Medical Professional
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Taunia G

CFP®, Series 63

Schuylkill Haven, PA

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner Intergenerational Families Divorced
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Matthew E

Series 66

Tamaqua, PA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning
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David D

Series 63, Series 65

Hamburg, PA

Edward Jones

Retirement income strategy General estate planning guidance Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Frederick Y

CFA®, Series 63

Cressona, PA

Yuenling Asset Management

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William H

Series 63

Orwigsburg, PA

Wealth Management Associates, Inc.

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Russell S

CFP®, Series 63, Series 66

Tamaqua, PA

IAMS Wealth Management, LLC

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James M

Series 63, Series 65

Pottsville, PA

Oppenheimer

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John K

Series 66

Schuylkill Haven, PA

Geneos Wealth Management, Inc.

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