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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 61 near 46001

Out of 400,000+ nationwide

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Scott R

Series 66

Elwood, IN

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Garrett S

Series 63, Series 66

Alexandria, IN

Edward Jones

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer
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Justin H

Series 66

Elwood, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Early retirement planning Planning for children with special needs Founder/Business Owner
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Marly H

Series 63, Series 66

Anderson, IN

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Women Professionals
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Tanya S

ChFC®, Series 66

Muncie, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Military & Veterans Newlywed/Engaged
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Brendan K

Series 66

Muncie, IN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Passive / index investing Wealth management
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Dawn H

CFP®, Series 66

Muncie, IN

Edward Jones

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Aaron H

CFP®, Series 66

Muncie, IN

Edward Jones

Charitable giving tax strategies Wealth management Retirement income strategy General retirement planning Military & Veterans
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Treavor D

CFP®, Series 65

Anderson, IN

Sycomore Financial

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Douglas P

Series 65

Yorktown, IN

Poling Capital Management, LLC

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