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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 137 near 22827

Out of 400,000+ nationwide

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Timothy L

Series 66

Harrisonburg, VA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Sonia S

Series 66

Harrisonburg, VA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management
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Joshua L

CFP®, Series 66

Harrisonburg, VA

Edward Jones

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Kelsey S

ChFC®, Series 66

Harrisonburg, VA

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance
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Gannon I

Series 63, Series 66

Harrisonburg, VA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General retirement planning Wealth management Founder/Business Owner Women Professionals
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Morgan E

CFP®, Series 66

Harrisonburg, VA

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance
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Michael I

Series 65

Harrisonburg, VA

BPD Wealth Management LLC

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John G

Series 66

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

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John G

Series 63, Series 65

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

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Asa G

CFA®, Series 63, Series 65

Harrisonburg, VA

Graves Light Lenhart

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