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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 18940

Out of 400,000+ nationwide

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Robert G

CFP®, CFA®

Hopewell, NJ

Roche Financial Partners LLC

Wealth management General retirement planning Cash flow / budgeting
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Matthew C

Series 66

Bensalem, PA

Conroy Capital LLC

Wealth management Passive / index investing
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Adam A

Series 66

Newtown, PA

Premier Prosperity Advisors LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jeffrey B

Series 63, Series 65

Newtown, PA

Paladin Retirement Advisors

General retirement planning Retirement income strategy Founder/Business Owner
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William S

Series 65, Series 66

Doylestown, PA

DEL VAL Retirement and Investment Services Inc

Active portfolio management Options & derivatives strategies
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Joseph A

Series 63, Series 65

Langhorne, PA

City Investment Advisors, Inc.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Active portfolio management Retired
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Michael S

Series 63, Series 65

Doylestown, PA

Solebury Asset Management LLC

Active portfolio management Options & derivatives strategies
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Michael S

CFP®, Series 63

Princeton, NJ

Sabadoodle

Student loan debt Cash flow / budgeting Business ownership considerations Veterinarian
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Wesley E

CFP®, Series 66

Lawrenceville, NJ

Vault Private Wealth

Wealth management Cash flow / budgeting Executive
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Wayne G

Series 63

Abington, PA

Financial Spectrum Inc.

Passive / index investing Active portfolio management
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