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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

Advisors near 44109

Out of 400,000+ nationwide

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Jeffrey T

Series 63

Westlake, OH

Argo Wealth Management

Annuities
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Carl P

Series 63

Parma, OH

Intelligent Capital Management LLC

Passive / index investing Wealth management
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Ryan K

Series 63, Series 65

Solon, OH

WRK Investments, LLC

Passive / index investing Active portfolio management Concentrated stock management Options & derivatives strategies
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Michael V

Series 65

Cleveland, OH

Volition Financial Network, LLC

Active portfolio management
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Martin J

Series 63, Series 65

Brecksville, OH

Jaras Financial Services, Inc.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Retired
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James B

CFA®, Series 65

Solon, OH

Private Harbour Investment Management & Counsel LLC.

Options & derivatives strategies Concentrated stock management Passive / index investing Tax-loss harvesting
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Dave F

CFP®, CPA

Berea, OH

Flegal Financial Planning

Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.

General tax planning Retirement income strategy Wealth management Baby Boomers (Born 1946-1964)
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Ronald R

Series 65

Lakewood, OH

Ronald J. Rich Financial Advising

Options & derivatives strategies
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Anthony B

Series 63, Series 65

Olmsted Falls, OH

Budak Financial Group, LLC

General retirement planning Income planning General tax planning
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Rosie G

Series 66

South Euclid, OH

Strait Direction Wealth Management

General tax planning Cash flow / budgeting
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