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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 7 financial advisors of 7 near 22560

Out of 400,000+ nationwide

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Catherine S

Series 66

Tappahannock, VA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Maribeth S

Series 66

Tappahannock, VA

Edward Jones

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Douglas C

Series 63, Series 66

Warsaw, VA

LPL Financial

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William K

Series 63, Series 65

King William, VA

LPL Financial

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Laura G

Series 66

Aylett, VA

Fidelity

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Jerome N

Series 66

King William, VA

LPL Financial

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R. B

Series 63, Series 65

Warsaw, VA

Mass Mutual Investors Services

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