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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 30349

Out of 400,000+ nationwide

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Charles S

CFP®, Series 66

Atlanta, GA

Steele Financial Studios

Wealth management
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Gregory S

Series 63, Series 66

Atlanta, GA

Smarr Financial Services Inc.

Life insurance needs analysis Disability insurance Long-term care insurance
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Adam D

Series 65

Atlanta, GA

Adam Capital

Private / alternative investments Active portfolio management Options & derivatives strategies
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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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Chloe M

CFP®, Series 63

Atlanta, GA

Financial Staples

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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David L

Series 65

Atlanta, GA

Littlefield Asset Management, Inc.

Passive / index investing Active portfolio management
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Daniel D

CFA®, Series 66

Atlanta, GA

Farview Management, LLC

Concentrated stock management Active portfolio management Options & derivatives strategies
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Elbert M

CFP®, ChFC®, Series 63

Atlanta, GA

McWilliams Financial Advisory Group LLC

General retirement planning General tax planning
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Benjamin L

CFP®, Series 63

Atlanta, GA

Lock Wealth Management

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Robert B

Series 65

Atlanta, GA

Bunnen Financial Management LLC

General retirement planning Tax-loss harvesting Cash flow / budgeting
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