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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 82 near 45502

Out of 400,000+ nationwide

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Sherri D

Series 66

New Carlisle, OH

Edward Jones

Retirement income strategy General retirement planning Inheritance planning General estate planning guidance Women's Finance Women Professionals
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Aaron J

Series 66

Beavercreek, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs Military & Veterans
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Darrien K

CFP®, Series 66

Fairborn, OH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Ryan C

CFP®, Series 66

Yellow Springs, OH

Edward Jones

Retirement income strategy General retirement planning ESG / Sustainable investing General estate planning guidance Charitable giving & philanthropy LGBTQIA
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Kimberly C

Series 66

Springfield, OH

Edward Jones

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Sarah C

Series 66

Springfield, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Todd B

Series 63, Series 66

Springfield, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Steven C

ChFC®

Fairborn, OH

Financial Legacy Builders

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Kevin B

Series 65

Beavercreek, OH

Safe Harbor Wealth Management, LLC

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James M

Series 63, Series 65

Springfield, OH

TAVCO Financial Advisory, Inc.

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