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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 30253

Out of 400,000+ nationwide

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Kevin W

Series 63, Series 65, Series 66

Mc Donough, GA

GAMSG Financial Advisors LLC

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Latavius P

Series 63, Series 65

Mc Donough, GA

CSG Wealth Management

Debt management Cash flow / budgeting Professional Athlete
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Orrodon D

ChFC®, Series 63, Series 65

Lake Spivey, GA

OBN Wealth Advisors

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Douglas O

Series 65

Mcdonough, GA

Andvari Associates LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Income planning
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Justin F

Series 63, Series 66

Jonesboro, GA

Capital and Planning, LLC

Private / alternative investments Real estate investing Wealth management
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Michael E

CFP®, Series 63, Series 65

Jonesboro, GA

Capital and Planning, LLC

Private / alternative investments Real estate investing Wealth management
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Brian S

CFP®, ChFC®, RICP®

Mcdonough, GA

Prosperitage Wealth

After a decade of working for multiple Fortune 100 companies in the financial services industry, I decided to take my talents to South Beach. Okay, technically just south of Atlanta. While guiding families and business owners through the intricate world of finance was gratifying, I recognized that the impact of my work shouldn't be confined to those who met certain investment minimums. I didn't want to be limited by the products my firm offered, or worse, the act of selling itself. As I embarked on starting my own firm, I had a crystal-clear vision in mind: no more sales pitches, no more commissions, and no more corporate jargon. I aimed to sit on the same side of the table as my clients, providing them with the fiduciary standard I'd want for my own grandmother. I was determined to end the era where my own cousins and fraternity brothers were deemed unfit clients simply because they didn't have a quarter of a million dollars to invest. I was weary of contributing to the cycle of the rich getting richer while others struggled to find their way. For far too long, individuals who resemble me have been systematically denied access to the tools and resources necessary for building wealth. Although I believed I was fighting for the greater good, I realized I had unwittingly become part of the problem. So, now, I'm taking action to be the change I want to see. I invite you to join me on this transformative journey.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Executive African Americans/Black Minorities Gen Y/Millennials (Born 1980-1995)
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Rachel F

Series 66

Mcdonough, GA

Global Investment Advisory

Passive / index investing Active portfolio management Real estate investing
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Edward B

Series 63, Series 65

Cumming, GA

Global Investment Advisory

Passive / index investing Active portfolio management Real estate investing
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Danny S

ChFC®, Series 63, Series 65

Mcdonough, GA

Global Investment Advisory

Passive / index investing Active portfolio management Real estate investing
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