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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 32501

Out of 400,000+ nationwide

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Rebecca N

CFP®, Series 66

Pensacola, FL

Financial Journey LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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David R

Series 63, Series 65

Gulf Breeze, FL

Plan For Your Goals, LLC

Annuities Real estate investing
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Wayne P

Series 63, Series 65

Gulf Breeze, FL

Tip Top Financial Advisors

Tax-loss harvesting Income planning
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Leon D

Series 66

Pensacola, FL

DNA Wealth Management LLC

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Wesley O

Series 63, Series 65

Pensacola, FL

Armada Advisors

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Real estate investing Cash flow / budgeting Founder/Business Owner
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Douglas G

Series 63, Series 65

Pensacola, FL

Guernsey Financial, LLC

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management
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Scott M

Series 63

Pensacola, FL

Safe Harbor Fiduciary, LLC

Social Security optimization General estate planning guidance Roth conversion strategy
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Tripp H

CFP®, Series 63, Series 66

Gulf Breeze, FL

Hale & Doerr Wealth Management LLC

Passive / index investing Private / alternative investments Annuities Real estate investing
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Katie K

Series 66

Pensacola, FL

Kingsman Wealth Management Inc.

Active portfolio management Private / alternative investments
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Thomas L

Series 63, Series 65

Pensacola, FL

Benjamin Securities, Inc.

Active portfolio management Options & derivatives strategies
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