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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 86 near 49127

Out of 400,000+ nationwide

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David M

CFP®, Series 66

Saint Joseph, MI

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Lisa H

Series 66

St Joseph, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Douglas W

Series 66

Bridgman, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Cash flow / budgeting
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Brian C

Series 66

St Joseph, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Brian S

CFP®, Series 66

Coloma, MI

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Women Professionals
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Samuel H

Series 66

Berrien Springs, MI

Edward Jones

Divorce financial planning Retirement income strategy General estate planning guidance Military & Veterans
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Erica M

Series 63, Series 65

Stevensville, MI

Koehler Financial Services, Inc.

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Stephen P

Series 65

Stevensville, MI

Personal Financial Advice & Insights, LLC

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David R

Series 63, Series 65

St. Joseph, MI

Northpointe Investment Advisory, LLC

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Angela F

Series 63

Saint Joseph, MI

Leonard Advisory Group LLC

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