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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

Advisors near 48144

Out of 400,000+ nationwide

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Chad C

Series 65

Maumee, OH

Glass City Capital Management, LLC

Active portfolio management Concentrated stock management
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Ken R

Series 63, Series 65

Toledo, OH

Reinhart Asset Management LLC

Active portfolio management
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Derick G

Series 63, Series 65

Toledo, OH

Gant Investment Advisors, Inc.

Passive / index investing
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Randall J

Series 65

Ottawa Hills, OH

Candela Financial

Wealth management Business sale tax planning Founder/Business Owner Educators, Teachers, and Academics Young Professionals
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Adam M

Series 63, Series 65

Monroe, MI

River Raisin Investment Partners, Inc.

Annuities Options & derivatives strategies Passive / index investing
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Anthony H

Series 65

Monroe, MI

Harwood Investment Strategies, L.L.C.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Colleen O

Series 66

Toledo, OH

Gould Ruma Financial Advisors

General tax planning General estate planning guidance
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David H

Series 65

Toledo, OH

The Bottom Line Wealth Management Ltd.

Wealth management General tax planning Retirement income strategy Annuities
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Robert T

Series 63, Series 65

Toledo, OH

Integrated Financial Resources, Inc.

Annuities General retirement planning
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Peter R

ChFC®, Series 63, Series 66

Toledo, OH

Gould Ruma Financial Advisors

General tax planning General estate planning guidance
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