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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 46 near 18202

Out of 400,000+ nationwide

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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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Deron G

Series 63, Series 65, Series 66

Hazle Township, PA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning ESG / Sustainable investing
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Thomas S

Series 63, Series 66

Hazleton, PA

Edward Jones

General estate planning guidance Wealth management Retirement income strategy General retirement planning
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Donald G

Series 63, Series 66

Hazle Township, PA

Edward Jones

Retirement income strategy Charitable giving tax strategies Wealth management ESG / Sustainable investing Charitable giving & philanthropy Educators, Teachers, and Academics Religious/faith focused Values-based investing
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Donald G

Series 63, Series 65

Hazleton, PA

GFS Financial Advisors, LLC

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Justin W

Series 65

Conyngham, PA

Wagner Wealth Management, Corp.

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Allen W

Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

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Kyle W

CFP®, Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

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Christopher K

Series 65

Lehighton, PA

Strider Capital, LLC

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Eric B

CFP®

Sugarloaf, PA

Northeast Advisers, Inc.

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