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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 1,015 near 44224

Out of 400,000+ nationwide

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Gage P

CFP®, EA, RICP®

Hudson, OH

Western Reserve Capital Management, LLC

As Co-founder and Financial Advisor at Western Reserve Capital Management, LLC, Gage Paul brings a wealth of expertise in financial planning. Holding the esteemed CERTIFIED FINANCIAL PLANNER™ designation, Gage ensures a high standard of professionalism and proficiency in his services. With a focus on families in Northeast Ohio, our firm prioritizes building trusting relationships founded on open communication and transparency. At Western Reserve Capital Management, LLC, we offer tailored, fee-only financial planning services to address the diverse needs of our clients. From retirement planning to investment management, tax optimization, and estate planning, we provide personalized strategies designed to align with our clients' long-term goals and circumstances. By putting our clients' interests first and avoiding the conflicts of interest common in commission-based models, we strive to provide objective guidance that empowers our clients to make informed financial decisions. Through collaboration and education, we aim to guide our clients toward greater financial security and confidence in their futures.

Inherited wealth Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Todd L

Series 66

Kent, OH

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Real estate investing Military & Veterans Educators, Teachers, and Academics Religious/faith focused
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Terry H

Series 63

Hudson, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Gary M

Series 63

Ravenna, OH

Edward Jones

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Chad I

Series 63

Fairlawn, OH

Edward Jones

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John K

Series 66

Hudson, OH

Edward Jones

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Multi-generational wealth transfer
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Genevieve A

Series 66

Hudson, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Women Professionals Women Business Owners
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Craig F

CFP®, Series 63

Cuyahoga Falls, OH

Edward Jones

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Gina B

CFP®, ChFC®, Series 66

Fairlawn, OH

Edward Jones

Charitable giving & philanthropy General estate planning guidance Planning for children with special needs Wealth management Women Professionals
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Jennifer M

Series 63

Akron, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Wealth management Financial Professional
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