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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 624 near 33908

Out of 400,000+ nationwide

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David D

Series 63, Series 65, Series 66

Ft. Myers, FL

Edward Jones

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Els B

CFP®, Series 66

Fort Myers, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business Financial Management General estate planning guidance Founder/Business Owner
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Kip H

Series 66

Fort Myers, FL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management
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Terry F

Series 63, Series 66

Cape Coral, FL

Edward Jones

Business ownership considerations Business succession planning Retirement income strategy Wealth management Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Hector G

Series 66

Cape Coral, FL

Edward Jones

Business ownership considerations Tax strategies for small businesses Wealth management Military & Veterans Hispanic/Latino/Latinx
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Shelby K

Series 66

Ft Myers, FL

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy
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Martin P

Series 66

Ft Myers, FL

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Taylor S

CFP®, Series 66

Ft Myers, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Josh W

Series 66

Cape Coral, FL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Taylor C

Series 66

Cape Coral, FL

Edward Jones

Retirement income strategy Wealth management General retirement planning Women Professionals
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