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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 19 financial advisors of 19 near 46970

Out of 400,000+ nationwide

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Wendy O

CFP®, Series 63, Series 66

Logansport, IN

Edward Jones

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

Series 63, Series 66

Peru, IN

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance
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Troy B

Series 66

Wabash, IN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
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Amanda H

CFP®, Series 66

Logansport, IN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance
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Ryan S

Series 63, Series 66

Peru, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Amy S

CFP®, Series 66

Wabash, IN

Edward Jones

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner
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Wayne D

Series 66

Wabash, IN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management
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Terry D

Series 63, Series 65

Roann, IN

Dupont Advisory Group

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Christine W

ChFC®, Series 63

Peru, IN

State Farm Investment Management Corp.

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Michael B

ChFC®, Series 63, Series 66

Wabash, IN

LPl Enterprise, LLC

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