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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 18431

Out of 400,000+ nationwide

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Kienan G

Series 65

Cochecton, NY

Heritage Hill Adviser

Cash flow / budgeting Debt management General retirement planning Retirement withdrawal strategies General estate planning guidance
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Patrick G

CFP®

Greeley, PA

Center Stage Planning LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Amy S

Series 66

Honesdale, PA

Centaurus Financial, Inc.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Jonathan S

Series 66

Honesdale, PA

Centaurus Financial, Inc.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Robert S

Series 63, Series 65

Honesdale, PA

Private Advisor Group, LLC

Retired Founder/Business Owner
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Jerome L

Series 63, Series 65, Series 66

Jefferson Township, PA

Ameritas Advisory Services, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Andrew S

CFP®, ChFC®, Series 66

Honesdale, PA

Centaurus Financial, Inc.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Gina B

Series 66

Carbondale, PA

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew A

Series 63, Series 66

Honesdale, PA

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Cynthia G

Series 63, Series 66

Honesdale, PA

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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