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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 27516

Out of 400,000+ nationwide

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Christopher C

Series 63

Durham, NC

Chris C Crenshaw Financial Services, LLC

Wealth management
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Naveen Reddy G

Series 65

Morrisville, NC

gnrfunds LLC

Active portfolio management Concentrated stock management Options & derivatives strategies Executive
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Joseph S

PFSâ„¢, Series 65

Durham, NC

Reliance Financial Group, Inc.

General retirement planning Cash flow / budgeting General tax planning Wealth management
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Jean M

Series 63, Series 65

Chapel Hill, NC

J. Pierre Masse

General retirement planning General tax planning General estate planning guidance
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Jennifer L

CFP®, Series 65

Durham, NC

Lazarus Financial Planning

General retirement planning
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John Y

CFP®, Series 66

Chapel Hill, NC

Cardinal Wealth Partners, LLC

Wealth management Options & derivatives strategies Private / alternative investments
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David E

Series 63, Series 65

Cary, NC

Artifex Advisory Group, Inc.

Annuities General tax planning General estate planning guidance College savings (529s, UTMA, etc.)
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Thomas F

CFP®, Series 65

Durham, NC

Portolan Financial Planning LLC

General retirement planning Tax-loss harvesting General tax planning
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John M

Series 63, Series 65

Chapel Hill, NC

Spectrum Advisers, LLC

Retirement income strategy Social Security optimization General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
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Steven T

Series 65

Durham, NC

Pragmatic Portfolios, LLC

Passive / index investing Tax-loss harvesting Wealth management
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