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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 41 near 28470

Out of 400,000+ nationwide

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Jared D

Series 66

Shallotte, NC

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Technology Professional
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Curtis C

Series 66

Calabash, NC

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Teresa C

CFP®, Series 66

Bolivia, NC

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Educators, Teachers, and Academics
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Jeremy H

Series 66

Bolivia, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management
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Justin S

CFP®, ChFC®, Series 66

North Myrtle Beach, SC

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Silvia S

Series 66

Ocean Isle Beach, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Alister C

Series 66

Shallotte, NC

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management
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David P

Series 63, Series 65, Series 66

Bolivia, NC

Liberty Square Wealth Partners LLC

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Daniel W

Series 65

N. Myrtle Beach, SC

Fusion Capital, LLC

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Robert G

Series 63, Series 65

Bolivia, NC

Riggs Asset Management Co Inc

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