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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 34 near 45320

Out of 400,000+ nationwide

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Robert G

Series 63, Series 66

Richmond, IN

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Retirement income strategy General retirement planning Wealth management
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Mark H

Series 63

Eaton, OH

Edward Jones

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Nicholas G

Series 63, Series 65

Brookville, OH

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Inheritance planning
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Evan T

Series 66

Brookville, OH

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance
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Susan M

Series 66

Richmond, IN

Edward Jones

Retirement income strategy Retirement withdrawal strategies Equity Recipients (RS/RSU, SOP, ESPP) Business exit / sale strategy General estate planning guidance
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Darrel C

Series 66

Camden, OH

Edward Jones

Business ownership considerations Retirement income strategy Wealth management General retirement planning Founder/Business Owner
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Sydney D

Series 63, Series 66

Eaton, OH

Edward Jones

Retirement income strategy General estate planning guidance Inheritance planning
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Donald H

Series 65

Richmond, IN

Spectrum Advisors Financial, LLC

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Michael M

Series 63

Brookville, OH

Miami Valley Portfolio Management Inc

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Tyler B

Series 66

Brookville, OH

Miami Valley Portfolio Management Inc

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