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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 405 near 44425

Out of 400,000+ nationwide

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Valerie D

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Boardman, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management
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Hubbard, OH

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Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Lee S

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Scott V

Series 66

Boardman, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Doctor or Medical Professional
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James C

Series 63, Series 66

Hubbard, OH

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Retirement income strategy General retirement planning Wealth management
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Michael C

CFP®, ChFC®, Series 66

Cortland, OH

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner
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Eric V

Series 63, Series 66

Warren, OH

Edward Jones

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

Series 66

New Castle, PA

Edward Jones

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Jon D

Series 66

New Castle, PA

Edward Jones

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Seth L

Series 66

Canfield, OH

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College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy ESG / Sustainable investing Inheritance planning
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