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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 30135

Out of 400,000+ nationwide

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Jason A

Series 63, Series 65

Smyrna, GA

Opportunity Investment Group, LLC

Active portfolio management Concentrated stock management
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Donald T

CFP®, Series 63, Series 65

Atlanta, GA

Tax & Financial Management

Annuities
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Anish R

Series 63, Series 66

Smyrna, GA

Assetguard Financial Services Inc

Wealth management General retirement planning
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Phillip H

CFP®

Douglasville, GA

Stars & Stripes Financial Advisors

Phillip Hulme, grew up believing there was a better way. Money was tight, his parents worked long hours and yet there never seemed to be enough to escape the grind. If it wasn't one thing, it was another. As fortune would have it, Phillip had a mentor in the Army who spotted his curiosity for finance and guided him to read and learn more. It lit a fire inside of Phillip and he has never looked back. After serving in the U.S. Army for over 7 years as a special operations signal soldier, Phillip sharpened his passion for finance and his strategic mindset by earning a Bachelor’s of Science in Finance and an MBA with concentrations in both Finance and Strategy. Phillip went to work in corporate America earning, saving and investing all along. After he achieved financial independence at the age of 34, he decided to follow his calling by sharing his learnings with the people who have given us all so much, the Veterans of this great country.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses Military & Veterans Government Employee
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Melvin C

Series 66

Austell, GA

Essential Wealth Management Group, LLC

Active portfolio management Options & derivatives strategies
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Daphane S

Series 63, Series 65

Douglasville, GA

Nvest Wise, LLC

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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Hakeem W

Series 63, Series 65

Douglasville, GA

National Christian Financial Advisors, Inc.

Religious/faith focused
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Brenton M

Series 65

Mableton, GA

Brentonian Capital Management LLC

Options & derivatives strategies ESG / Sustainable investing
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John M

Series 63, Series 66

Mableton, GA

Provident Capital Group, L.P.

General retirement planning Wealth management Cash flow / budgeting
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Jamar B

Series 63, Series 65

Smyrna, GA

Bates Financial Group, LLC.

Cash flow / budgeting
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