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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 19123

Out of 400,000+ nationwide

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Michael C

CFA®

Philadelphia, PA

Carey Investment Solutions LLC

Concentrated stock management
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Matthew C

Series 66

Bensalem, PA

Conroy Capital LLC

Wealth management Passive / index investing
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Logan M

CFP®, Series 65

Philadelphia, PA

Pocket Project

Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Options & derivatives strategies Active portfolio management

David T

CFP®

Bryn Mawr, PA

Earndex, LLC

I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Self-Employed
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Russell W

Series 65

Philadelphia, PA

Global Portfolios, LLC

Passive / index investing
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Phyllis S

CFP®, CFA®, Series 65

Moorestown, NJ

Arrington Financial Advisors, LLC

General retirement planning Income planning Wealth management Active portfolio management Passive / index investing
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Michael P

CFA®

Devon, PA

CapRidge Advisors

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Richard A

Series 65

Penn Valley, PA

Wealth Preservation Consultants, LLC.

Active portfolio management Options & derivatives strategies Real estate investing
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Kahlilah D

CFP®, Series 63

Radnor, PA

Truewealth Solutions

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General tax planning
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