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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 326 near 28715

Out of 400,000+ nationwide

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William C

CFP®

Fletcher, NC

Carrington Financial Planning, LLC

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.

General retirement planning Government Employee
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Zachary C

Series 66

Candler, NC

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional Religious/faith focused
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Ryan W

CFP®, ChFC®, Series 66

Asheville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Military & Veterans
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Gregg D

CFP®, Series 63, Series 66

Arden, NC

Edward Jones

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Frankie A

CFP®, ChFC®, Series 66

Asheville, 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 Doctor or Medical Professional
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Shelia C

Series 66

Asheville, NC

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance
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Nathan M

Series 66

Asheville, NC

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer
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Stephen H

ChFC®, Series 63, Series 66

Asheville, NC

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Planning for children with special needs Founder/Business Owner Intergenerational Families Divorced
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Thorsten P

Series 66

Asheville, NC

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families
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Darcy B

CFP®, Series 63, Series 65

Asheville, NC

Edward Jones

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