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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 40 near 26037

Out of 400,000+ nationwide

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Misti S

Series 66

Steubenville, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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Michael P

Series 63, Series 65

Weirton, WV

Steeloaks Investment Advisers, Inc.

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Donald K

Series 63

Weirton, WV

Steeloaks Investment Advisers, Inc.

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Sara P

Series 66

Weirton, WV

Steeloaks Investment Advisers, Inc.

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Paul C

Series 66

Follansbee, WV

Wesbanco Securities, Inc.

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Brooke C

CFP®, Series 63, Series 65

Steubenville, OH

Wesbanco Securities, Inc.

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Colleen B

Series 63, Series 65

Weirton, WV

The huntington Investment company

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Patricia C

Series 66

Weirton, WV

United Brokerage Services, INC

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Thomas F

Series 63, Series 65

New Cumberland, WV

Sound Income Strategies, LLC

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Pamela W

Series 63, Series 66

Weirton, WV

On Investment Management CO

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