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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 28086

Out of 400,000+ nationwide

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Ryan H

Series 63, Series 65

Gastonia, NC

Hammond Wealth Partners

Retirement income strategy Social Security optimization Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.)
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Steven M

CFP®, Series 63, Series 65

Clover, SC

Mullooly Wealth Planning LLC

General retirement planning
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Charles T

CFP®

Clover, SC

Intrepid Eagle Finance LLC

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

College savings (529s, UTMA, etc.) Christian Faith Based
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Bre Ann W

Series 65

Shelby, NC

Gragg Financial

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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Jason G

PFSâ„¢, Series 65

Shelby, NC

Gragg Financial

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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Gary G

PFSâ„¢, Series 65

Shelby, NC

Gragg Financial

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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Cory S

CFP®, Series 66

Cramerton, NC

WealthPoint Advisors

Private / alternative investments Options & derivatives strategies Concentrated stock management Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Founder/Business Owner Executive
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Julio G

CFP®, Series 66

Cramerton, NC

WealthPoint Advisors

Private / alternative investments Options & derivatives strategies Concentrated stock management Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Founder/Business Owner Executive
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Lauren I

Series 63, Series 66

Cramerton, NC

WealthPoint Advisors

Private / alternative investments Options & derivatives strategies Concentrated stock management Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Founder/Business Owner Executive
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Kyle S

Series 66

Cramerton, NC

WealthPoint Advisors

Private / alternative investments Options & derivatives strategies Concentrated stock management Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Founder/Business Owner Executive
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