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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 20 financial advisors of 20 near 30577

Out of 400,000+ nationwide

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Donavan L

Series 66

Lavonia, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Founder/Business Owner
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David P

Series 63, Series 66

Toccoa, GA

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.)
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Aaron P

Series 63, Series 66

Toccoa, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Hunter P

Series 66

Toccoa, GA

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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Anthony D

Series 63, Series 66

Clarkesville, GA

Edward Jones

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Robert B

Series 63, Series 66

Clarkesville, GA

IFG Advisory, LLC

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Alexander A

Series 63, Series 66

Toccoa, 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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Kersha P

Series 63, Series 65

Toccoa, GA

State Farm Investment Management Corp.

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Matthew M

ChFC®, Series 63

Clarkesville, GA

State Farm Investment Management Corp.

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