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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 28036

Out of 400,000+ nationwide

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David W

CFP®, ChFC®, Series 63

Mooresville, NC

Rooted Planning LLC

Active portfolio management Tax-loss harvesting
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Leonard M

CFP®, Series 63

Huntersville, NC

Abundant Advisors, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Timothy P

CFP®, Series 63, Series 65

Concord, NC

360 Aviation Advisors, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Airline Pilot
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Phillip G

Series 63, Series 65

Huntersville, NC

Bulldog Asset Management, Inc.

Wealth management
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Patrick R

Series 63, Series 65

Concord, NC

Optimal Planning LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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Michael F

CFP®

Mooresville, NC

Evergreen Wealth Services

Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.

Inherited wealth General retirement planning Wealth management Founder/Business Owner Sandwich Generation
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James K

CFP®, CFA®

Huntersville, NC

Glass Lake Wealth Management

Active portfolio management Tax-loss harvesting Retirement income strategy Equity compensation tax strategy Options & derivatives strategies Executive Founder/Business Owner
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Brendan W

CFP®, CFA®, Series 63, Series 65

Davidson, NC

Granada Wealth Management, LLC

General retirement planning Income planning General tax planning Multi-generational wealth transfer Cash flow / budgeting
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Fawzi J

CFA®

Mooresville, NC

Mike Adams Financial Advisors, Inc.

Options & derivatives strategies Private / alternative investments
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Edin C

CFA®, Series 65

Huntersville, NC

Maximum Advisory

Retirement income strategy General tax planning Real estate investing
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