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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 43 near 43502

Out of 400,000+ nationwide

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Michael S

CFP®, Series 66

Napoleon, OH

Edward Jones

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

CFP®, Series 66

Bryan, OH

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Melissa S

ChFC®, Series 63, Series 65

Bryan, OH

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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April W

Series 66

Bryan, OH

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Passive / index investing Wealth management ESG / Sustainable investing
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Terry H

CFP®, Series 66

Napoleon, OH

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General estate planning guidance
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Wanda N

Series 66

Wauseon, OH

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.)
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Jacob N

Series 66

Wauseon, OH

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Blake S

CFP®, Series 66

Napoleon, OH

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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David S

Series 63, Series 65

Napoleon, OH

Impassioned Wealth Management Ltd

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Earl O

CFP®, PFS™, Series 63, Series 65

Bryan, OH

Oberlin Wealth Partners, Llc

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