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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 62 near 30534

Out of 400,000+ nationwide

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Eric L

Series 66

Gainesville, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations ESG / Sustainable investing Founder/Business Owner Religious/faith focused Values-based investing
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Ty G

CFP®, Series 66

Gainesville, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
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Deyka C

Series 66

Canton, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner Hispanic/Latino/Latinx
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Richard C

Series 66

Gainesville, GA

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Charitable giving & philanthropy
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Jeffrey S

CFP®, Series 63, Series 66

Cumming, GA

Edward Jones

Multi-generational wealth transfer General estate planning guidance Retirement income strategy General retirement planning Wealth management
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William H

CFP®, Series 66

Marble Hill, GA

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Wealth management ESG / Sustainable investing Founder/Business Owner Religious/faith focused Values-based investing
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Paul F

Series 66

Canton, GA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Tracey G

CFP®, Series 63, Series 65

Gainesville, GA

Blossom Balance LLC

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Robert M

CFP®, CFA®, Series 65

Big Canoe, GA

Compass Advisors LLC

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John B

Series 65

Dawsonville, GA

ReliaStar Capital Management, Inc.

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