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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 45249

Out of 400,000+ nationwide

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Bruce R

PFSâ„¢, Series 63, Series 65

Cincinnati, OH

Russo Investment Management

General tax planning Cash flow / budgeting Wealth management Passive / index investing
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Justin W

Series 65

Cincinnati, OH

J1 Capital LLC

Options & derivatives strategies Tax-loss harvesting
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Shawn H

CFP®

Edgewood, KY

Hannegan Wealth Management, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management General estate planning guidance
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Robert M

CFA®, Series 63, Series 65

Cincinnati, OH

Virgil Wealth Advisory

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Mark S

ChFC®, Series 63

Cincinnati, OH

Schmerge Executive Planning Services, Inc.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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John S

CFA®, Series 63

Cincinnati, OH

Ten Talents Asset Management

Equity compensation tax strategy Options & derivatives strategies Concentrated stock management Private / alternative investments Real estate investing Founder/Business Owner
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Timothy K

CFP®, Series 66

Cincinnati, OH

Phase Line Financial

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Kristine O

Series 63

Cincinnati, OH

Wealth Transitions, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Annuities
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Benjamen J

Series 66

Milford, OH

Jacobs Wealth Management, LLC

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph F

Series 63, Series 65

Cincinnati, OH

Seven Hills Capital Advisors

General retirement planning Income planning Wealth management Active portfolio management Cash flow / budgeting
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