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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 30 financial advisors of 140 near 49079

Out of 400,000+ nationwide

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Brian F

CFP®

Portage, MI

Face 2 Face Financial Planning, LLC

I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired but also the 30, 40 and 50-year-olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.

Charitable giving & philanthropy General retirement planning Career Changers Baby Boomers (Born 1946-1964)
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Grace G

Series 66

Paw Paw, MI

Edward Jones

Divorce financial planning General estate planning guidance Wealth management Retirement income strategy Retirement withdrawal strategies
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Jonathan V

CFP®, ChFC®, Series 63, Series 66

Kalamazoo, MI

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Brice B

Series 66

Kalamazoo, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Planning for children with special needs Founder/Business Owner
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Jay D

CFP®, Series 66

Paw Paw, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Andrew B

Series 66

Kalamazoo, MI

Edward Jones

Retirement income strategy General retirement planning Military & Veterans Educators, Teachers, and Academics
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Barbara H

Series 66

Kalamazoo, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management Military & Veterans Intergenerational Families
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Kelsey S

Series 66

Kalamazoo, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Public Service Employee
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Ryan K

Series 63, Series 66

Mattawan, MI

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management
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Jake K

Series 66

Kalamazoo, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Income planning Founder/Business Owner
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