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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 49 near 37172

Out of 400,000+ nationwide

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Matthew G

Series 63, Series 66

Springfield, TN

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Executive Dentist
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Sundi P

CFP®, Series 66

White House, TN

Edward Jones

Business ownership considerations General retirement planning Wealth management Founder/Business Owner Executive
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Bethany G

CFP®, ChFC®, Series 66

White House, TN

Edward Jones

Divorce financial planning Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner
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Heather T

Series 66

Springfield, TN

Edward Jones

Business ownership considerations Business succession planning Inheritance planning Founder/Business Owner Executive Doctor or Medical Professional Entertainment Industry
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Aaron S

Series 66

Greenbrier, TN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Inheritance planning Founder/Business Owner
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Tj B

Series 66

Adams, TN

Narrow Road Financial Planning LLC

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Timothy R

Series 65

Springfield, TN

Financial Compass Investment Services, Inc

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Jeffrey A

Series 65

Goodlettsville, TN

SageGuard Financial Group, LLC

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Curtis H

CFP®

Goodlettsville, TN

Paul Winkler, Inc.

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Lukas S

Series 66

Goodlettsville, TN

SageGuard Financial Group, LLC

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