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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 96 near 55398

Out of 400,000+ nationwide

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Lisa M

Series 66

Otsego, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Cole D

Series 66

Otsego, MN

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Blake C

Series 66

St Francis, MN

Edward Jones

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

Series 66

Princeton, MN

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Kent L

Series 63, Series 66

Elk River, MN

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
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Jay C

Series 66

Zimmerman, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Julie P

Series 66

Otsego, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Willson B

Series 66

Monticello, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner
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Jena C

Series 66

Big Lake, MN

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Amber E

CFP®, Series 66

Princeton, MN

Edward Jones

General retirement planning Retirement income strategy General estate planning guidance
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