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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 153 near 33598

Out of 400,000+ nationwide

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Sean A

Series 66

Wimauma, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Retirement income strategy Wealth management Military & Veterans Founder/Business Owner
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Jeffrey C

Series 66

Sun City Center, FL

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management
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Michael B

Series 66

Apollo Beach, FL

Edward Jones

Divorce financial planning Retirement income strategy Business ownership considerations Military & Veterans Founder/Business Owner Divorced
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Gabriel M

CFP®, Series 63, Series 66

Riverview, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy Divorce financial planning Wealth management Financial Professional
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Natalie M

Series 63, Series 66

Riverview, FL

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer
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Sejla H

Series 66

Ellenton, FL

Merrill

Sejla Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Sejla works closely with clients to develop personalized wealth management strategies that align with their life priorities and financial goals, providing access to Merrill's investment insights and the banking and lending solutions of Bank of America. Sejla holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. She earned a bachelor's degree in Business Administration from SUNY. In addition to her professional responsibilities, Sejla volunteers with community organizations, reflecting her commitment to serving the communities Merrill supports. Her personal interests include soccer, tennis, and traveling.

Wealth management Retirement income strategy General retirement planning Income planning
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David H

Series 66

Parrish, FL

Merrill

David House is the Resident Director and Wealth Management Advisor at Merrill, where he collaborates with a team of advisors to provide comprehensive planning and investment advice. With over 20 years of experience, David works with successful individuals and multi-generational families nationwide, focusing on personalized financial strategies that address both short-term and long-term goals. David’s expertise encompasses a broad range of areas including college education planning, family wealth management, legacy planning, retirement income, philanthropic planning, and tax minimization. Early in his career, he earned the CERTIFIED FINANCIAL PLANNER® certification in 2008, affirming his commitment to developing strategic financial plans. He holds a Bachelor’s degree and an MBA from Campbell University, along with a Master’s degree from Northeastern University. Outside of his professional role, David is involved in community volunteering, following Merrill’s tradition of local participation. He enjoys running marathons, visiting National Parks with his family, and spending time supporting his five children in their sporting and extracurricular activities.

Wealth management General retirement planning Retirement income strategy General estate planning guidance Charitable giving & philanthropy
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Shweta B

Series 63, Series 66

Riverview, FL

Merrill

Shweta Bhan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in building long-lasting client relationships based on trust, transparency, and results. She guides clients through all stages of their financial journeys, providing clarity, confidence, and strategic solutions tailored to individual goals. Her expertise spans retirement planning, investment guidance, divorce financial analysis, fiduciary plan consulting, and holistic wealth strategies. Ms. Bhan holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Divorce Financial Analyst® (CDFA®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree in Art and Visual Communication from The School of the Art Institute of Chicago, which informs her creative approach to financial planning aligned with clients’ values and lifestyles. She is fluent in English and Hindi and is a member of the Executives' Club of Chicago. In addition to her professional work, Shweta Bhan actively participates in community initiatives including special children’s charities, marathon support through Achilles International, local environmental cleanups, food pantry assistance, conservation events with the Shedd Aquarium, and breast cancer awareness activities with the Susan G Komen Foundation. Her diverse interests reflect her commitment to both professional excellence and community engagement.

General retirement planning Retirement income strategy Wealth management Divorce financial planning Retirement withdrawal strategies
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Robert C

Series 63, Series 65

Parrish, FL

T. Clark & Associates

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Azul G

Series 65

Parrish, FL

Galvez Financial LLC

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