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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 39 near 28150

Out of 400,000+ nationwide

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Adam L

Series 66

Shelby, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Business ownership considerations Self-Employed
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Joshua S

Series 66

Kings Mountain, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Sales Professional
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Cooper B

CFP®, Series 66

Lincolnton, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning
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Jack B

Series 66

Kings Mountain, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Mason S

Series 66

Blacksburg, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning
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Jonathan R

Series 66

Shelby, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Brooke D

Series 66

Kings Mountain, NC

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Military & Veterans
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Samuel G

Series 66

Kings Mountain, NC

Edward Jones

Retirement income strategy Wealth management General retirement planning Real estate investing Engineering Professional
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Jason G

PFS™, Series 65

Shelby, NC

Gragg Financial

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Bre Ann W

Series 65

Shelby, NC

Gragg Financial

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