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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 113 near 30012

Out of 400,000+ nationwide

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Randall A

CFP®, CFA®

Scottdale, GA

Deasil Wealth Management LLC

My name is Randall Avery, CFP®, CFA. Allow me to be your guide to financial freedom! With over 15 years of experience helping people with money, I understand the unique needs of pre-retirees, self-employed individuals, and small business owners like you. I specialize in helping clients: • Plan for retirement that perfectly fits their lifestyle • Strategically invest to minimize your tax burdens to provide more retirement income • Elevate your personal wealth while maintaining the growth of your business • Ensure a smooth transition as you move to the next phase of your life I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You're not just getting a financial expert; you're getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity. Read Randall's blog here: https://deasilwm.com/blog/

General retirement planning Retirement income strategy Business ownership considerations Tax strategies for small businesses Self-Employed Founder/Business Owner
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Shallan F

Series 66

Loganville, GA

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Military & Veterans Founder/Business Owner
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Paul R

CFP®, ChFC®, Series 63, Series 66

Stockbridge, GA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Andres R

Series 66

Conyers, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Hispanic/Latino/Latinx
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Matthew R

Series 66

Stockbridge, GA

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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Cody N

Series 66

Covington, GA

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Multi-generational wealth transfer Wealth management
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Maven F

Series 66

Loganville, GA

Edward Jones

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Tondeleo D

Series 66

Loganville, GA

Edward Jones

Wealth management General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner
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Michael J

Series 66

Stockbridge, GA

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
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Elizabeth H

Series 66

Conyers, GA

Edward Jones

Retirement income strategy General retirement planning Wealth management Entertainment Industry
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