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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 58 near 54002

Out of 400,000+ nationwide

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Jacob H

CFP®, Series 66

New Richmond, WI

Edward Jones

General retirement planning Retirement income strategy General estate planning guidance
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Tyson L

CFP®, Series 66

New Richmond, WI

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General estate planning guidance Retirement income strategy Retirement withdrawal strategies Wealth management
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Brian B

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Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Donald K

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College savings (529s, UTMA, etc.)
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Kendra S

CFP®, Series 66

River Falls, WI

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Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance
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Devon S

CFP®, ChFC®, Series 63, Series 65

New Richmond, WI

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance Founder/Business Owner Intergenerational Families
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Peter K

CFP®, Series 66

New Richmond, WI

Edward Jones

Multi-generational wealth transfer Active portfolio management General retirement planning Wealth management
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Chris C

Series 66

New Richmond, WI

Edward Jones

Retirement income strategy Business ownership considerations Multi-generational wealth transfer Wealth management Founder/Business Owner
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Jill S

CFP®, Series 66

New Richmond, WI

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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Paul K

Series 66

New Richmond, WI

T/R Financial Management Group, Llc

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