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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 52 near 30014

Out of 400,000+ nationwide

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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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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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Elizabeth H

Series 66

Conyers, GA

Edward Jones

Retirement income strategy General retirement planning Wealth management Entertainment Industry
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Dar'shun K

Series 65

Lithonia, GA

Kairos Capital Legal Advisors, LLC

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Michael L

ChFC®

Covington, GA

Michael W. Lassiter CLU ChFC Inc.

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J D

Series 63, Series 65

Covington, GA

Butler-Davis Financial Group, LLC

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Mark R

Series 65

Oxford, GA

Reagan Financial Planning LLC

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Andrew B

CFP®, Series 65

Conyers, GA

Brown Wealth Management, LLC

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Chad L

Series 63, Series 65

Conyers, GA

Beacon Financial Advisers, Inc.

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Margaret H

Series 65

Marietta, GA

Executive Money Managers, Inc.

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