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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 20854

Out of 400,000+ nationwide

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Kevin L

CFP®, Series 65

Reston, VA

Oakton Financial, LLC

Cash flow / budgeting Debt management Retirement withdrawal strategies General estate planning guidance Charitable giving & philanthropy Approaching retirement
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Alexander L

CFA®, Series 63

Bethesda, MD

Noordzee Capital LLC

Wealth management Active portfolio management Business sale tax planning Founder/Business Owner Executive
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Christopher R

CFP®, Series 63

Chevy Chase, MD

Green View Advisors LLC

Divorce financial planning College savings (529s, UTMA, etc.)
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Samir B

Series 63, Series 65

Washington, DC

SHB Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management
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Justin Z

Series 65

Vienna, VA

Solution Factory, LLC

General tax planning Cash flow / budgeting
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Eric M

Series 66

Falls Church, VA

POV Wealth LLC

College savings (529s, UTMA, etc.) Student loan debt Annuities
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Edward N

Series 66

Gaithersburg, MD

Enroute Wealth Management, LLC

Annuities
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Paul C

CFP®, Series 63, Series 65

Arlington, VA

Cocozza Financial Planning, LTD.

General estate planning guidance General retirement planning Cash flow / budgeting
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Ryan L

Series 65

Washington, Dc, DC

Lund Capital Management LLC

Wealth management Passive / index investing Active portfolio management
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Bryan T

Series 65

Oak Hill, VA

Financial Solutions, LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Divorce financial planning
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