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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 430 near 34957

Out of 400,000+ nationwide

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Russell R

Series 66

Palm City, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused Intergenerational Families
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Alejandro V

Series 63, Series 66

Port St Lucie, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business exit / sale strategy General estate planning guidance
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Bryce B

Series 66

Palm City, FL

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Executive Intergenerational Families
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James A

CFP®, ChFC®, Series 66

Stuart, FL

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations General estate planning guidance Founder/Business Owner Intergenerational Families
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Paul N

Series 66

Stuart, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Business Financial Management Financial Professional
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Cody A

CFP®, ChFC®, Series 66

Jensen Beach, FL

Edward Jones

Retirement income strategy General retirement planning Inheritance planning Multi-generational wealth transfer Wealth management Technology Professional
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Krista R

Series 66

Jensen Beach, FL

Edward Jones

Retirement income strategy General retirement planning Founder/Business Owner Dentist Engineering Professional
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Joshua B

Series 66

Stuart, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Retirement withdrawal strategies
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Juan G

Series 66

Stuart, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Military & Veterans Educators, Teachers, and Academics
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Ian L

Series 66

Port St Lucie, FL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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