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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 40 near 51041

Out of 400,000+ nationwide

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Sheila P

CFP®, Series 66

Sheldon, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management
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Travis N

Series 66

Orange City, IA

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
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Blair P

CFP®, Series 66

Orange City, 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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Eric R

Series 63, Series 66

Sioux Center, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Professional Athlete Women Professionals Young Families
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Jesse V

CFP®, Series 66

Sioux Center, IA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Charitable giving & philanthropy Inheritance planning Values-based investing Religious/faith focused
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Trevor G

CFP®, ChFC®, Series 66

Sheldon, IA

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
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Randy I

CFP®, ChFC®, Series 63, Series 65

Orange City, IA

Compass Lighthouse Capital, LLC

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Ben G

CFP®, Series 65

Sioux Center, IA

Water Valley Investment Advisors, Inc.

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Kevin G

CFA®

Sioux Center, IA

Water Valley Investment Advisors, Inc.

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Michael S

Series 65

Spencer, IA

Northwest Wealth Management, LLC

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