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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 48154

Out of 400,000+ nationwide

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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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Daniel S

Series 63, Series 65

Bingham Farms, MI

Octo Capital, LLC

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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David U

Series 66

Berkley, MI

Underhill Investments, LLC

ESG / Sustainable investing
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Robert B

Series 66

Northville, MI

Physicians' Financial L.C.

General tax planning Wealth management Passive / index investing Doctor or Medical Professional
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Richard G

Series 65

Farmington Hills, MI

GilliKin Advisors Limited

Tax strategies for small businesses
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Omar E

CFP®, Series 63, Series 65

Northville, MI

Olive Tree Asset Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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Brewster S

CFP®

Royal Oak, MI

The Financial Planning Company

Real estate investing Passive / index investing
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Jeffrey G

Series 66

Livonia, MI

Grad Wealth Management PLLC

General retirement planning
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John M

CFP®, Series 63, Series 65, Series 66

Northville, MI

Asset Architects, LLC

General retirement planning Cash flow / budgeting
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Scott G

Series 63, Series 65

West Bloomfield, MI

Equity Planning Group, Inc.

College savings (529s, UTMA, etc.)
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