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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 22 financial advisors of 22 near 27030

Out of 400,000+ nationwide

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Retirement income strategy General retirement planning
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Retirement income strategy Wealth management
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Tammy J

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Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management
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Scott A

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Retirement income strategy General retirement planning Divorce financial planning Wealth management
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Audra C

Series 63, Series 65

Dobson, NC

Edward Jones

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Founder/Business Owner
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Kody E

CFP®, Series 66

Mt Airy, NC

Edward Jones

Retirement income strategy Charitable giving & philanthropy
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Zachary S

CFP®, Series 63, Series 65

Mount Airy, NC

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Jesse H

Series 63, Series 65, Series 66

Mount Airy, NC

Credit Union Investment Services

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