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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 134 near 32168

Out of 400,000+ nationwide

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Michael M

Series 63, Series 66

Daytona Beach Shores, FL

Edward Jones

Charitable giving & philanthropy Retirement income strategy General estate planning guidance Wealth management
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Andrew F

Series 66

Port Orange, FL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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Cheri L

Series 66

Port Orange, FL

Edward Jones

Retirement income strategy General retirement planning Founder/Business Owner Educators, Teachers, and Academics
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Timothy K

Series 66

Daytona Beach, FL

Edward Jones

Retirement income strategy General retirement planning Military & Veterans Government Employee
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Scott A

Series 63, Series 65

Port Orange, FL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance
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Jonas R

CFP®, Series 66

New Smyrna Beach, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance
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Natalie T

Series 66

Port Orange, FL

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Tiffany M

Series 66

New Smyrna Beach, FL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
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Daniel T

Series 66

Port Orange, FL

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Peter A

Series 66

Edgewater, FL

Edward Jones

Retirement income strategy General retirement planning Wealth management Financial Professional
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