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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 23 financial advisors of 23 near 49256

Out of 400,000+ nationwide

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Wanda N

Series 66

Wauseon, OH

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.)
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Michelle J

ChFC®, Series 66

Hudson, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General retirement planning Wealth management Women's Finance Women Professionals
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Jacob N

Series 66

Wauseon, OH

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Daniel G

Series 63, Series 65

Wauseon, OH

Impact Partnership Wealth, LLC

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Scott N

ChFC®, Series 63

Wauseon, OH

State Farm Investment Management Corp.

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David L

Series 63, Series 66

Adrian, MI

Creative Financial Designs, Inc.

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Gregory E

Series 63, Series 65

Adrian, MI

State Farm Investment Management Corp.

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Brandon O

Series 63, Series 66

Adrian, MI

The huntington Investment company

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James R

Series 63, Series 66

Wauseon, OH

Eagle Strategies Llc

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Emily B

Series 63, Series 66

Adrian, MI

Thrivent investment Management Inc.

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