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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 87 near 29678

Out of 400,000+ nationwide

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Sarah F

Series 66

Clemson, SC

Edward Jones

Multi-generational wealth transfer General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Brandon H

Series 66

Liberty, SC

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Inheritance planning Founder/Business Owner Religious/faith focused
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Justin B

Series 66

Seneca, SC

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
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Isaac M

CFP®, Series 66

Anderson, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Professional Athlete
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Sharon M

CFP®, ChFC®, Series 66

Seneca, SC

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy General estate planning guidance Multi-generational wealth transfer
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Jonathan M

Series 66

Walhalla, SC

Edward Jones

Retirement income strategy Planning for children with special needs Military & Veterans Public Service Employee Educators, Teachers, and Academics
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David A

Series 66

Seneca, SC

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies General retirement planning Wealth management
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Ryan F

Series 66

Seneca, SC

The Pilot's Advisor, LLC

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Leonard T

Series 63, Series 65

Seneca, SC

Jackson Taylor Investment Securities

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Stephen M

Series 63, Series 65

Seneca, SC

Hanover Advisors, Inc

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