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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 35803

Out of 400,000+ nationwide

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Brian S

CFA®

Huntsville, AL

Capital Stewards, LLC

Options & derivatives strategies Private / alternative investments Annuities Concentrated stock management
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Paul L

Series 65

Huntsville, AL

Lamont Trading Advisors, Inc.

Active portfolio management
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Bobby J

CFP®, ChFC®, Series 63, Series 65

Toney, AL

Junkin & Company, Inc.

General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Kenneth C

ChFC®, Series 63

Huntsville, AL

KG Consulting Group, Inc.

Retirement income strategy Annuities Wealth management
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Erik B

Series 65

Huntsville, AL

LifeFirst Wealth, LLC

Business sale tax planning Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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James B

Series 65

Huntsville, AL

Tennessee Valley Investment Management

Wealth management Real estate investing
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Lester B

CFA®, Series 63

Hampton Cove, AL

Brol Capital Management, LLC

Concentrated stock management Options & derivatives strategies Private / alternative investments Wealth management Founder/Business Owner
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Stephen M

CFP®, Series 63, Series 66

Harvest, AL

Tulip Financial Planning LLC

Entity structure planning (LLC, S-Corp) Founder/Business Owner Doctor or Medical Professional
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Alan B

Series 66

Huntsville, AL

Providence Wealth Advisors, LLC

General tax planning Income planning Cash flow / budgeting Founder/Business Owner Retired
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Lori W

CFP®

Huntsville, AL

Womack & Associates, LLC

General tax planning
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