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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

Advisors near 30014

Out of 400,000+ nationwide

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Mark R

Series 65

Oxford, GA

Reagan Financial Planning LLC

Retirement income strategy Tax-loss harvesting General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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J D

Series 63, Series 65

Covington, GA

Butler-Davis Financial Group, LLC

Retirement plans for business owners (SEP, solo 401k) General tax planning Wealth management
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Andrew B

CFP®, Series 65

Conyers, GA

Brown Wealth Management, LLC

Options & derivatives strategies Private / alternative investments Real estate investing
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Dally E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Active portfolio management Options & derivatives strategies
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Benjamin E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Active portfolio management Options & derivatives strategies
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Robert G

Series 65

Covington, GA

CapSouth Wealth Management

Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies Charitable giving & philanthropy Founder/Business Owner Executive
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Adam B

Series 66

Lithonia, GA

Primerica Advisors

Wealth management Tax-loss harvesting Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired Self-Employed
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Maxine A

Series 63, Series 65

Conyers, GA

Bankers Life Advisory Services, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Carlos I

Series 63, Series 66

Conyers, GA

Brookwood Investment Group

General retirement planning Active portfolio management Passive / index investing Founder/Business Owner Retired
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Courtney I

Series 65

Coyers, GA

Brookwood Investment Group

General retirement planning Active portfolio management Passive / index investing Founder/Business Owner Retired
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