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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 49 near 54971

Out of 400,000+ nationwide

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David S

Series 66

Berlin, WI

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Jamie N

Series 66

Oshkosh, WI

Edward Jones

Retirement income strategy Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Cody K

Series 66

Oshkosh, WI

Edward Jones

College savings (529s, UTMA, etc.) Wealth management Passive / index investing
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Shad H

Series 66

Ripon, WI

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning
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Lawrence M

Series 66

Oshkosh, WI

Valley Wealth Management

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Kim M

Series 65

Oshkosh, WI

Windward Wealth Strategies, Inc.

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Robert H

Series 63

Oshkosh, WI

Harris Financial Services, Inc.

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Gregory P

Series 63, Series 65

Oshkosh, WI

Windward Wealth Strategies, Inc.

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Dennis W

Series 65

Green Lake, WI

Interactive Financial Advisors

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Julie E

Series 63, Series 65

Bartlett, TN

LVZ, Inc.

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