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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 373 near 27249

Out of 400,000+ nationwide

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Mike D

CFP®

Greensboro, NC

Legs Financial

At Legs Financial, we believe that financial planning isn't one-size-fits-all. It's about understanding your unique vision and creating a personalized roadmap to get you there. We meet you where you are along your journey and work together to plot out a path that leads to the realization of your lifetime goals.

Cash flow / budgeting Planning for children with special needs Gen X (Born 1965-1980) Parents
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Brian S

Series 63, Series 66

Burlington, NC

Edward Jones

Retirement income strategy Divorce financial planning Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner
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William A

Series 63, Series 66

Burlington, NC

Edward Jones

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Michael W

Series 66

Greensboro, NC

Edward Jones

Multi-generational wealth transfer General estate planning guidance Retirement income strategy General retirement planning Wealth management Newlywed/Engaged
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Cory B

Series 63, Series 66

Greensboro, NC

Edward Jones

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Charles M

Series 66

Burlington, NC

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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Kevin B

Series 66

Greensboro, NC

Edward Jones

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Marc C

Series 63, Series 65

Greensboro, NC

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Early retirement planning Planning for children with special needs
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Alexander D

Series 63, Series 65

Burlington, NC

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy Wealth management
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Andrew M

CFP®, Series 66

Greensboro, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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