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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 38 near 44010

Out of 400,000+ nationwide

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Jacob F

Series 66

Ashtabula, OH

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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David F

Series 63

Ashtabula, OH

Edward Jones

Retirement income strategy General estate planning guidance General retirement planning Retirement withdrawal strategies Wealth management
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Rachel O

Series 63, Series 66

Geneva, OH

Edward Jones

Retirement income strategy Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Scott H

Series 66

Madison, OH

Fidelity

Scott Hignite is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and Wealth Planners to provide clients with a comprehensive financial planning experience focused on their personal and financial goals. He has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Scott's professional experience encompasses client relationship management and financial representation, contributing to his current role in delivering holistic financial plans. His approach centers on aligning financial strategies with clients' individual objectives. Outside of his professional work, Scott enjoys engaging in board games, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and playing soccer.

General retirement planning Income planning Wealth management
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Kurt M

CFP®, Series 63, Series 65

Madison, OH

The huntington Investment company

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Nicholas H

Series 65

Ashtabula, OH

Knights Of Columbus Asset Advisors LLC

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Ryan W

Series 63, Series 65

Ashtabula, OH

The huntington Investment company

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Angela B

Series 63, Series 65

Jefferson, OH

The huntington Investment company

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Debora S

Series 65

Ashtabula, OH

Prime Capital Financial

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Marc H

Series 63

Austinburg, OH

OSAIC Institutions, INC.

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