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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 27312

Out of 400,000+ nationwide

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William B

CFP®, Series 65

Chapel Hill, NC

Maze Financial Planning

ESG / Sustainable investing
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William N

CFP®, Series 66

Chapel Hill, NC

Newcomb Financial Advisors, LLC

General retirement planning General tax planning College savings (529s, UTMA, etc.) Passive / index investing
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Paul F

CFA®, Series 63, Series 65

Pittsboro, NC

Queenfin LLC

Cash flow / budgeting Retirement income strategy
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Ryan G

CFP®, Series 63, Series 65

Chapel Hill, NC

Tarheel Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Options & derivatives strategies Engineering Professional Founder/Business Owner Attorney Doctor or Medical Professional Educators, Teachers, and Academics
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Matthew R

Series 65

Pittsboro, NC

Millennium Planning Group, LLC

Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Executive
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Walter H

CFP®, Series 63, Series 65

Chapel Hill, NC

Tarheel Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Options & derivatives strategies Engineering Professional Founder/Business Owner Attorney Doctor or Medical Professional Educators, Teachers, and Academics
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Michael W

CFP®, Series 63, Series 65

Pittsboro, NC

Millennium Planning Group, LLC

Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Executive
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Dana G

Series 65, Series 66

Pittsboro, NC

Millennium Planning Group, LLC

Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Executive
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Douglas C

Series 63

Pittsboro, NC

Crown Wealth Group LLC

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Business exit / sale strategy Real estate investing Executive Founder/Business Owner Mid-Career Professionals Established Professionals
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Mitchell L

CFP®, Series 66

Chapel Hill, NC

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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