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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 266 near 29349

Out of 400,000+ nationwide

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Leslie W

Series 66

Spartanburg, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management Founder/Business Owner LGBTQIA
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Andrew S

Series 66

Greer, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Planning for children with special needs Founder/Business Owner Intergenerational Families Newlywed/Engaged
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Scott D

Series 66

Greer, SC

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Multi-generational wealth transfer
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Jason S

Series 66

Spartanburg, SC

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning Multi-generational wealth transfer
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Jill H

CFP®, Series 66

Inman, SC

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Retirement withdrawal strategies Founder/Business Owner
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Dalton B

Series 66

Spartanburg, SC

Edward Jones

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

CFP®, Series 66

Landrum, SC

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Religious/faith focused
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Philip M

CFP®, Series 66

Boiling Springs, SC

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance
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Shawn C

Series 63, Series 65

Spartanburg, SC

Edward Jones

Retirement income strategy General retirement planning Wealth management
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John A

Series 63, Series 66

Taylors, SC

Edward Jones

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retirement income strategy Planning for children with special needs
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