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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 149 near 45308

Out of 400,000+ nationwide

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Edward C

Series 66

Tipp City, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy ESG / Sustainable investing Military & Veterans Executive Values-based investing Religious/faith focused
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Christian S

Series 66

Greenville, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management
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Dustin K

CFP®, Series 66

West Milton, OH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Bryson L

CFP®, Series 66

Sidney, OH

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jacob R

Series 66

Troy, OH

Edward Jones

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

CFP®, Series 66

Piqua, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Executive
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Michael S

ChFC®, Series 66

Troy, OH

Edward Jones

General retirement planning Wealth management
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Dominique C

Series 66

Sidney, OH

Edward Jones

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

Series 66

Sidney, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Cash flow / budgeting
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Neil N

Series 63

Tipp City, OH

Edward Jones

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
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