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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 11 financial advisors of 11 near 30521

Out of 400,000+ nationwide

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Michael H

Series 66

Commerce, 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
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Mark M

Series 63, Series 66

Commerce, GA

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies
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Kelly F

CFP®, Series 63, Series 65

Carnesville, GA

First Citizens Investor Services, Inc.

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Tracy T

Series 63, Series 65

Lavonia, GA

State Farm Investment Management Corp.

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Rodney N

Series 63, Series 65

Bowersville, GA

OPPENHEIMER & CO. iNC.

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Sonya L

Series 63, Series 65

Lavonia, GA

CETERA INVESTMENT ADVISeRS LLC

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Andrea B

Series 66

Lavonia, GA

CETERA INVESTMENT ADVISeRS LLC

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Charles W

Series 66

Commerce, GA

Edward Jones

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Donavan L

Series 66

Lavonia, GA

Edward Jones

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Lacy H

Series 66

Commerce, GA

Lpl Financial LLC

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