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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 3,905 near 30009

Out of 400,000+ nationwide

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Nick F

CFP®, CPA, CFA®

Cumming, GA

Chattahoochee Wealth

At Chattahoochee Wealth, we specialize in serving two groups who face unique but overlapping challenges: Big 4 Partners and Directors navigating the complexities of their careers and benefits packages, and mid-career professionals balancing demanding jobs with family priorities. For Big Four Partners and Directors, your financial life is directly tied to your career in ways that most advisors don’t fully understand. From navigating independence and compliance restrictions, to making sense of partnership agreements, K-1 income, and firm benefits, the complexity can be overwhelming. Add in the weight of career decisions, like whether to remain at the firm or pursue opportunities elsewhere, and it’s clear why many Partners and Directors seek an advisor who understands their world. We help you evaluate those tradeoffs and integrate them into a comprehensive financial plan that covers every part of your financial life. For mid-career professionals, the challenge is no less pressing. Between raising families, advancing in your career, and trying to make life run smoothly, it’s easy for financial planning to get pushed aside. Questions like “Are we saving enough?”, “Are we investing wisely?”, or “How do we balance today’s needs with tomorrow’s goals?” often linger in the background. We provide a clear financial framework so you can feel confident your plan is keeping up with your life. What unites both groups is the reality that time is limited, careers are demanding, and financial complexity doesn’t resolve itself. That’s where we step in.

Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Consultant
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Kyle K

CFP®

Sandy Springs, GA

KV Financial Advice LLC

For over sixteen years I’ve had the privilege of helping people with their finances. During that time I’ve worked with hundreds of clients with a broad range of goals, from young professionals early in their careers to multiple generations of ultra high net worth families. At a high level, my approach is very simple: - Invest early and often - Avoid costly mistakes - Focus on things you can control Much of the value I deliver for clients is through the thoughtful implementation and ongoing reinforcement of these concepts throughout your financial life. Prior to launching KV Financial Advice in 2024, I spent three years as a lead advisor and team leader at one of the largest fee-only independent wealth management firms in the country. In addition to working with many wonderful clients, I served the firm’s other advisors as head subject matter expert on planning for stock-based compensation and led the firm’s summer associate internship program. I am a two-time graduate of Georgia Tech and have been a CERTIFIED FINANCIAL PLANNER™ professional since 2011. I live in Sandy Springs, GA with my beautiful wife of over 11 years, three year old son, and two extremely energetic puppies.

Wealth management Equity Recipients (RS/RSU, SOP, ESPP) Mid-Career Professionals
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Anne S

CFP®, AAMS®

Marietta, GA

Kenwyck Capital

As the daughter of a banker, I learned early on that if I wanted something, I had to earn it. I rolled my dad’s spare change for a 10% cut and birthday presents were stock certificates … not exactly on my wish list. At 16, I was already investing in the stock market and experiencing the sense of freedom and independence that comes when you understand your money. With this knowledge, I was paving the way to live life on my terms. This was so intoxicating I became a financial advisor to share my passion with others. As a financial advisor, I quickly learned that most women did not share my love of investing. In fact, many felt intimidated, guilty, and uncomfortable with their lack of knowledge, yet they yearn for financial independence. That’s why my true purpose as a financial advisor is to create an environment where women (and those who love them) feel heard, where they are encouraged and supported to express their fears and concerns without judgement. My unique brilliance is creating a positive wealth management experience, so they become more engaged in the conversation, while building the knowledge and confidence they need to live life on their terms.

Inherited wealth Women's Finance Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Bradley H

CFP®

Atlanta, GA

Sonas Financial Planning

Husband. Friend. Nature lover. Girl dad. Banjo player. Financial planner. Whether you lack time, skill, or desire, you need a financial advisor to stay accountable and be proactive. It’s easy to document your plan on paper, but if someone isn’t in your corner looking out for your financial well-being, it’s easy to get off track. It’s about creating a to-do list, getting it done, and then doing it again – life evolves, and so does your plan. Our goal is to give you confidence in your financial decisions and free up your time, enabling you to live a better, more confident life. As a Financial Planner, I get to make the world a better place, one family & one person at a time. I am a Certified Financial Planner™ and a master's degree in personal financial planning. I started Sonas Financial Planning so that I could help more families achieve financial clarity, confidence, and happiness. If you are ready to worry less and live happily, schedule a free consultation by calling 404-545-5368 or email bradley@sonasfp.com.

General retirement planning Business ownership considerations Dentist Founder/Business Owner Baby Boomers (Born 1946-1964)
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Luke M

CFP®

Cumming, GA

Origin Investment Advisory LLC

In John 16:33 Christ has stated: “I have told you these things, so that in me you may have peace. In this world, you will have trouble. But take heart! I have overcome the world.” Financial troubles will find us all. Uncertainty. Confusion about your financial future. The burden of debt. Challenges brought on by unexpected life events. The increasing costs of raising children. Saving and investing concerns. Retirement questions. And on, and on…troubles. Not knowing where to turn for simple, honest help is a concern of many folks. As Christians, we are all led by Christ to serve and to place the needs of others above our own. As a financial fiduciary, Greenway Financial Planning is bound to place the best interest of our clients ahead of our own interests. If you need some help, please reach out, and let’s start a conversation.

Student loan debt Christian Faith Based Young Families Gen X (Born 1965-1980)
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Philip D

Series 66

Alpharetta, GA

Edward Jones

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

Series 66

Woodstock, GA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Nicole S

Series 66

Woodstock, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management
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Eric A

Series 66

Cumming, GA

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Nicholas H

Series 66

Woodstock, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Public Service Employee
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