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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 46 near 44857

Out of 400,000+ nationwide

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Ryan R

Series 63

Huron, OH

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning
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Brendan W

Series 66

Sandusky, OH

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning
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Andrea L

Series 66

Norwalk, OH

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Melissa D

Series 66

Huron, OH

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management
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Jason B

CFP®, Series 66

Norwalk, OH

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Paul H

Series 63, Series 66

Vermilion, OH

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Inheritance planning Intergenerational Families
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Adam S

Series 65

Norwalk, OH

A Schaffer Advisor Services

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William M

Series 66

Huron, OH

Firelands Wealth Management, LLC

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Andrew B

Series 65

Sandusky, OH

Great Lakes Benefits and Wealth Management

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Jeremy P

CFP®, Series 66

Huron, OH

Firelands Wealth Management, LLC

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