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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 28 financial advisors of 28 near 49028

Out of 400,000+ nationwide

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Allison O

Series 66

Coldwater, MI

Edward Jones

Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Derek S

Series 66

Bronson, MI

Edward Jones

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

Series 63, Series 66

Sturgis, MI

Edward Jones

Charitable giving & philanthropy Divorce financial planning Retirement income strategy General estate planning guidance Doctor or Medical Professional LGBTQIA
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Kelly B

Series 66

Sturgis, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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William W

Series 66

Coldwater, MI

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jordan B

CFP®, Series 66

Coldwater, MI

Edward Jones

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance Multi-generational wealth transfer
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David L

CFP®, Series 66

Sturgis, MI

Edward Jones

Retirement income strategy Inheritance planning
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Tracy K

CFP®, ChFC®, Series 66

Coldwater, MI

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies
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Logan T

CFP®, Series 66

Fremont, IN

Edward Jones

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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Chad K

Series 63, Series 65

Sturgis, MI

Kestra Advisory

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