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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 27215

Out of 400,000+ nationwide

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Laura C

Series 63, Series 65

Burlington, NC

Provident Wealth Management

Options & derivatives strategies
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Stefan L

Series 65, Series 66

Dallas, TX

Provident Wealth Management

Options & derivatives strategies
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Katrina S

Series 63, Series 65

Burlington, NC

Provident Wealth Management

Options & derivatives strategies
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Thomas J

CFP®, Series 63, Series 65

Whitsett, NC

EPG Wealth Management LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Founder/Business Owner
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Menelaos F

Series 65

Burlington, NC

Secure Wealth, Inc.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
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Robert K

Series 65

Burlington, NC

Strathmore Capital Advisors

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Passive / index investing Options & derivatives strategies Founder/Business Owner
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George K

Series 63, Series 66

Mebane, NC

AdaptFirst Investments LLC

Cash flow / budgeting Business Financial Management
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Christopher N

Series 63, Series 65

Burlington, NC

Integrity Alliance, LLC

Annuities ESG / Sustainable investing
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Eric H

Series 63, Series 65

Mebane, NC

Credit Union Investment Services

General retirement planning Passive / index investing
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Michael J

Series 66

Burlington, NC

Silver Oak Securities, Incorporated

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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