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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 200 near 33950

Out of 400,000+ nationwide

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Deb M

CFP®, CPA

Punta Gorda, FL

WorthyNest LLC

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Family Business Business ownership considerations Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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Timothy M

CFP®, Series 66

Punta Gorda, FL

Edward Jones

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Cole K

Series 66

Port Charlotte, FL

Edward Jones

General retirement planning Wealth management Active portfolio management Business ownership considerations Founder/Business Owner
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Nicholas N

Series 66

Punta Gorda, FL

Edward Jones

General retirement planning Retirement income strategy General estate planning guidance
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Kristin C

Series 66

Punta Gorda, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer General retirement planning Founder/Business Owner
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Adam C

CFP®, Series 66

Punta Gorda, FL

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy General estate planning guidance Inheritance planning Women Professionals Widow/Widower
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James M

Series 66

Punta Gorda, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management
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Vanya P

Series 66

Punta Gorda, FL

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning Planning for children with special needs Founder/Business Owner
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Adam H

Series 63, Series 66

Punta Gorda, FL

Edward Jones

Retirement income strategy Wealth management General estate planning guidance
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Kelly L

Series 66

Punta Gorda, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Planning for children with special needs
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