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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 10 financial advisors of 10 near 22747

Out of 400,000+ nationwide

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Cameron M

Series 66

Jeffersonton, VA

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
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Mark S

Series 63, Series 65

Washington, VA

WS Wealth Management, LLC

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Richard C

CFP®, Series 63, Series 65

Washington, VA

WS Wealth Management, LLC

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Jonathan W

CFA®, Series 63, Series 65

Washington, VA

WS Wealth Management, LLC

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Kerst T

Series 66

Rixeyville, VA

Bookends Financial Planning

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Virginia K

CFP®, Series 63

Rixeyville, VA

Steward Partners Investment Advisory, LLC

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Tom O

CFP®, Series 63, Series 65

Hume, VA

Steward Partners Investment Advisory, LLC

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Gretchen F

Series 66

Rixeyville, VA

Thrivent Investment Management

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Connie R

Series 63, Series 65

Washington, VA

Ameriprise

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Matthew C

Series 66

Bentonville, VA

Ameriprise

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