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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 14 financial advisors of 14 near 50126

Out of 400,000+ nationwide

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Rachel L

CFP®, Series 66

Iowa Falls, IA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Brock J

CFP®, Series 66

Iowa Falls, IA

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Douglas H

Series 63, Series 66

Iowa Falls, IA

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies
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Katie R

Series 63, Series 66

Iowa Falls, IA

Thrivent Investment Management

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Jason M

Series 66

Eldora, IA

Thrivent Investment Management

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Michael T

Series 66

Iowa Falls, IA

Thrivent Investment Management

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Christopher W

Series 66

Eldora, IA

Thrivent Investment Management

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Garrison T

Series 66

Eldora, IA

Thrivent Investment Management

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Christopher S

Series 63, Series 66

Iowa Falls, IA

Cetera

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Michel S

CFP®, Series 66

Iowa Falls, IA

Edward Jones

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