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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

Advisors near 60010

Out of 400,000+ nationwide

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David M

CFA®

Barrington, IL

Maple Street Capital Advisors, LLC

Equity compensation tax strategy Real estate investing Tax-loss harvesting General retirement planning Cash flow / budgeting
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Michael A

Series 65

Elk Grove Village, IL

MOA Advisory & Financial Services Co

Active portfolio management Options & derivatives strategies Concentrated stock management
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Alka O

Series 63, Series 65

Rolling Meadows, IL

Leading Edge Wealth Management, LLC

Income planning Active portfolio management Options & derivatives strategies Approaching retirement Retired
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Shreekkanth V

CFA®, Series 66

Lincolnshire, IL

SVN Capital, LLC

Active portfolio management Options & derivatives strategies Real estate investing
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Gary B

Series 65

Arlington Heights, IL

Carlisle Financial Management, LLC

Options & derivatives strategies Real estate investing
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Robert S

CFP®, Series 63, Series 66

Arlington Heights, IL

RB Salzman Wealth Management, LLC

Options & derivatives strategies Concentrated stock management Tax-loss harvesting Active portfolio management
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Daniel S

Series 63, Series 65

Arlington Heights, IL

Directional Asset Management, LLC

Options & derivatives strategies Concentrated stock management Real estate investing
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David G

CFP®

Barrington, IL

Retirement Matters, Inc.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Educators, Teachers, and Academics
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Kevin S

CFP®, Series 65

Barrington, IL

Balance Financial Services, Inc.

Passive / index investing Active portfolio management
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Matthew N

Series 65

Arlington Heights, IL

Crown Financial Group, Inc.

Options & derivatives strategies
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