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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 18 financial advisors of 18 near 28714

Out of 400,000+ nationwide

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Thomas P

Series 66

Spruce Pine, NC

Edward Jones

Retirement income strategy Business exit / sale strategy General estate planning guidance Wealth management
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Melissa F

Series 63, Series 65

Green Mountain, NC

Credit Union Investment Services

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Steven L

Series 63, Series 65

Mckinney, TX

Oppenheimer

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Bruce S

Series 66

Bakersville, NC

Empower Advisory Group

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James G

CFP®, ChFC®, Series 66

Burnsville, NC

Edward Jones

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Wes C

Series 63, Series 65

Mars Hill, NC

Ameriprise

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Geddings C

Series 63, Series 65

Burnsville, NC

Raymond James Financial

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Phillip S

Series 63, Series 66

Burnsville, NC

Cambridge Investment Research Advisors

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David W

Series 63, Series 66

Burnsville, NC

LPL Financial

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Richard T

Series 63, Series 65

Mars Hill, NC

Wells Fargo Clearing

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