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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 29 financial advisors of 29 near 47240

Out of 400,000+ nationwide

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Jared H

Series 66

Greensburg, IN

Edward Jones

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Joni D

CFP®, Series 66

Batesville, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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David G

Series 66

Greensburg, IN

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy General estate planning guidance
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Morgan D

CFP®, Series 66

Greensburg, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Founder/Business Owner
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Garvis O

Series 63, Series 65

Greensburg, IN

IPI Wealth Management, Inc.

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Dana W

Series 63, Series 65

Greensburg, IN

State Farm Investment Management Corp.

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Andrew M

CFP®, ChFC®, Series 65

Batesville, IN

Prime Capital Financial

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Susan S

Series 63

Batesville, IN

Money Concepts Capital Corp

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Jason F

Series 66

Batesville, IN

Money Concepts Capital Corp

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Kathryn D

Series 63, Series 65

Batesville, IN

FIFTH THIRD SECURITIES, Inc.

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