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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 275 near 29486

Out of 400,000+ nationwide

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Maurice B

Series 66

Moncks Corner, SC

Edward Jones

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Hannah R

CFP®, Series 66

Daniel Island, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management Active portfolio management
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James T

Series 66

Summerville, SC

Edward Jones

College savings (529s, UTMA, etc.) ESG / Sustainable investing
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Thomas F

CFP®, Series 66

Hanahan, SC

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement withdrawal strategies
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Leslie B

CFP®, ChFC®, Series 63, Series 66

Summerville, SC

Edward Jones

Retirement income strategy Wealth management Multi-generational wealth transfer Military & Veterans Women Professionals
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Thomas J

Series 66

Summerville, SC

Edward Jones

Retirement income strategy General retirement planning
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Cheri G

Series 66

Moncks Corner, SC

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer
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Sarah B

Series 66

Summerville, SC

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Josh L

Series 66

North Charleston, SC

Fidelity

Josh Lucarelli is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He specializes in assisting clients with understanding their finances and developing personalized plans that align with their goals and lifestyles. His work involves simplifying complex financial topics and providing clear guidance tailored to clients' evolving needs and priorities. Prior to his current role, Josh served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Relationship Manager at the same company from 2021 to 2024. Through these roles, he has gained experience in financial planning, investment management, and client relationship management. Outside of his professional responsibilities, Josh has interests in beach activities, boating, golf, snowboarding, soccer, and traveling.

General retirement planning Income planning Wealth management
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Brandon O

Series 66

Summerville, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Startup equity planning Business ownership considerations Wealth management Active portfolio management Technology Professional Founder/Business Owner
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