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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

Advisors near 27006

Out of 400,000+ nationwide

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Kathryn H

Series 65

Winston Salem, NC

Wrenn House Investments LLC

Concentrated stock management General retirement planning Tax-loss harvesting
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Anne Marie W

CFP®, Series 66

Lewisville, NC

Curated Capital & Planning LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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Danny F

Series 63, Series 65

Winston Salem, NC

Darda Financial

Active portfolio management Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Perry C

Series 66

Winston Salem, NC

Grand Street Capital Management, L.L.C.

Wealth management
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Brett N

Series 65

Winston Salem, NC

Kensington Financial Group, Inc.

Options & derivatives strategies Wealth management Cash flow / budgeting
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Randell C

CFA®

Winston Salem, NC

Kerusso Capital Management, LLC

ESG / Sustainable investing
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Joseph F

CFP®, Series 66

Advance, NC

Adolos Asset Management

Tax-loss harvesting ESG / Sustainable investing
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Michael D

Series 63, Series 65

Winston Salem, NC

Maryland Capital Advisors, Inc.

Passive / index investing Wealth management
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Nathan S

CFP®, Series 66

Winston Salem, NC

Accruent Wealth Advisors

General tax planning Cash flow / budgeting
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Weston B

Series 65

Winston Salem, NC

Accruent Wealth Advisors

General tax planning Cash flow / budgeting
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