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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 388 near 52722

Out of 400,000+ nationwide

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Kimberly G

Series 66

Milan, IL

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Founder/Business Owner Hispanic/Latino/Latinx
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Jacob H

CFP®, Series 66

Port Byron, IL

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Danielle H

CFP®, Series 66

Davenport, IA

Edward Jones

Retirement income strategy Wealth management
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Jake A

Series 66

Bettendorf, IA

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy Military & Veterans Newlywed/Engaged Young Families
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Casey F

CFP®, Series 66

East Moline, IL

Edward Jones

Retirement income strategy General retirement planning
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Garrett B

Series 66

Bettendorf, IA

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Benjamin C

CFP®, Series 66

Bettendorf, IA

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Military & Veterans Founder/Business Owner
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Mark M

Series 66

Rock Island, IL

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance
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Colton D

Series 66

Silvis, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner
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Paul S

CFP®, Series 63, Series 66

Davenport, IA

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance
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