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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 33432

Out of 400,000+ nationwide

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Alonso R

CFP®

Boca Raton, FL

Advise Financial

With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNERâ„¢ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

General retirement planning Retirement income strategy Wealth management Active portfolio management General tax planning Founder/Business Owner Executive Gen X (Born 1965-1980)
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Jason K

CFP®, Series 66

Highland Beach, FL

Grow Planning, LLC

Business ownership considerations Cash flow / budgeting Debt management Self-Employed
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Steven S

Series 65

Boynton Beach, FL

Leslie Gale Advisors, LLC

Active portfolio management Passive / index investing Private / alternative investments
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Charles A

Series 63, Series 65

Boca Raton, FL

Ideas in Finance

Options & derivatives strategies Active portfolio management Concentrated stock 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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Eric S

Series 63, Series 66

Boca Raton, FL

Sikes Financial Services, LLC

General retirement planning Retirement income strategy Income planning Cash flow / budgeting
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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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Lior R

Series 63, Series 65, Series 66

Boca Raton, FL

147th Group LLC

Active portfolio management Wealth management
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Ryan W

Series 65

Parkland, FL

Gateway Capital Management

General retirement planning General tax planning
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Scott H

Series 63, Series 65

Boca Raton, FL

S.H. Capital Management Corp.

Wealth management
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