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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 88 near 38343

Out of 400,000+ nationwide

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Christy A

Series 66

Trenton, TN

Edward Jones

Retirement income strategy Early retirement planning General retirement planning
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John H

Series 66

Jackson, TN

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement withdrawal strategies
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David B

Series 66

Humboldt, TN

Edward Jones

Retirement income strategy General estate planning guidance Newlywed/Engaged
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Gage S

Series 66

Humboldt, TN

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Inheritance planning
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Shanna A

Series 66

Humboldt, TN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management
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James B

Series 63, Series 65

Jackson, TN

Haynes Barker Investment Management, LLC

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Nathan O

Series 65

Jackson, TN

O'BRYANT & ASSOCIATES, Inc.

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Noel E

Series 63, Series 65

Jackson, TN

Eddleman & Eddleman Inc

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Timothy S

Series 63

Memphis, TN

Bdc Advisory, Llc

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Charles J

CFP®, Series 66

Jackson, TN

Southern Capital Advisors, LLC

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