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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 30 financial advisors of 31 near 22701

Out of 400,000+ nationwide

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Katie C

CFP®

Radiant, VA

Money Pilot Financial Advisor LLC

Hi I’m Katie, founder of Money Pilot Financial Advisor. I’m a 25-year Army veteran where I served as a troop leader, Blackhawk helicopter pilot, and advisor on China affairs. Now I bring my passion for service and working with soldiers to financial planning. My mission is to help you take charge of your finances and live your best life. My husband Rob and I live on our farm in Virginia where the door is always open. I work with you to fit your lifestyle. We use virtual technology to meet and connect worldwide. Book meetings online, meet via video chat, stay in charge with our online portal. Give it a test drive. Book your free 20-minute intro call online.

Military & Veterans Government Employee
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Kyle V

Series 66

Culpeper, VA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Eric O

Series 66

Locust Grove, VA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Military & Veterans Founder/Business Owner
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Yvette R

ChFC®, Series 66

Locust Grove, VA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.)
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Cindy R

Series 66

Culpeper, VA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Michael K

CFP®, Series 63, Series 65

Brightwood, VA

Glenayr Family Advisors LLC

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Peggy F

CFP®, Series 63, Series 65

Brightwood, VA

Glenayr Family Advisors LLC

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Kerst T

Series 66

Rixeyville, VA

Bookends Financial Planning

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William N

Series 63, Series 66

Culpeper, VA

Steward Partners Investment Advisory, LLC

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William F

Series 63, Series 65

Locust Grove, VA

Principal Financial Services

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