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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 807 near 43528

Out of 400,000+ nationwide

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Heather B

Series 66

Toledo, OH

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General retirement planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Crystal T

Series 66

Sylvania, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Passive / index investing Active portfolio management Founder/Business Owner
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Melanie C

CFP®, Series 66

Toledo, OH

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Multi-generational wealth transfer
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Laura S

Series 66

Holland, OH

Edward Jones

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Business exit / sale strategy Military & Veterans Founder/Business Owner
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Jennifer P

Series 63

Toledo, OH

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner
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Lori C

Series 63

Toledo, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management LGBTQIA
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Nicholas A

Series 66

Temperance, MI

Edward Jones

Retirement income strategy Wealth management Business exit / sale strategy Business succession planning General estate planning guidance Government Employee
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Ruth G

Series 66

Perrysburg, OH

Edward Jones

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Religious/faith focused
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Jared K

Series 66

Maumee, OH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Justin K

Series 63

Rossford, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.)
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