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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 33301

Out of 400,000+ nationwide

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David A. L

Series 63, Series 65

Ft. Lauderdale, FL

David Lurch LLC

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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Bruce K

CFA®, Series 66

Plantation, FL

Envision Asset Management, Inc.

Wealth management
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Hugh M

Series 65

Davie, FL

Moore Financial Planning Advisors, LLC

Cash flow / budgeting General tax planning
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Eileen M

CFP®, Series 63

Davie, FL

Mouly Financial Management, Inc.

General retirement planning General tax planning Wealth management
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Jubin K

CFP®, Series 63, Series 65

Coral Springs, FL

Profitable Financial Strategies

Business sale tax planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Active portfolio management
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Zachary W

Series 66

Ft. Lauderdale, FL

Wolfson Private Wealth, LLC

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Jyote P

Series 65

Fort Lauderdale, FL

Harbor Wealth Management

Wealth management
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Sherman S

Series 65

Fort Lauderdale, FL

Steele Asset Management

General retirement planning General tax planning
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Andrew A

Series 65

Hollywood, FL

Acosta Capital Advisors

Options & derivatives strategies Real estate investing
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Kirill V

Series 65

Sunny Isles Beach, FL

Vigo Capital LLC

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
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