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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 1,777 near 60013

Out of 400,000+ nationwide

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Matthew B

CFP®, EA

Arlington Heights, IL

Maplewood Wealth

I'm Matthew, the founder of Maplewood Wealth, and I'll admit it—I'm a financial planning nerd. While I geek out over optimizing finances and taxes for my clients, what truly excites me is witnessing the transformation in their lives as they gain confidence in their financial decisions. At Maplewood Wealth, I've created a fresh approach to financial planning that resonates with fellow millennials who've found success early in their careers. I understand that for our generation, true financial confidence goes beyond mere numbers—it's about aligning our money with our values and goals to design the lifestyle we want. My approach allows you to enjoy life now while also securing a fulfilling future. Based in the Chicagoland area, I bring both professional expertise and relatable life experience to my practice. As a young father balancing career and family life, I intimately understand the challenges and aspirations you face. Whether you're a young professional building a strong financial foundation, a "surprised affluent" navigating sudden wealth, or part of a growing family juggling multiple financial priorities, I tailor my approach to your unique situation. With Maplewood Wealth, you're not just getting a financial planner—you're gaining a dedicated partner in navigating life's changes and achieving your dreams without stress. Let's work together to create a financial plan that empowers you to live your best life, both now and in the future.

Equity Recipients (RS/RSU, SOP, ESPP) Attorney Young Professionals Gen Y/Millennials (Born 1980-1995)
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Paul S

Series 66

Cary, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Military & Veterans Founder/Business Owner
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Mark H

Series 63, Series 66

Barrington, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management General retirement planning
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Justin B

Series 66

Elgin, IL

Edward Jones

Retirement income strategy Wealth management Founder/Business Owner
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Rick M

Series 66

Grayslake, IL

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance
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Hunter H

CFP®, ChFC®, Series 66

Buffalo Grove, IL

Edward Jones

Charitable giving & philanthropy Liquidity event planning Business ownership considerations Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Andrew M

CFP®, ChFC®, Series 63, Series 65

Elgin, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Frank P

Series 66

West Dundee, IL

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management
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Jonathan G

CFP®, Series 63, Series 65

Palatine, IL

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance
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Chad W

CFA®, Series 66

Buffalo Grove, IL

Edward Jones

Charitable giving & philanthropy Divorce financial planning ESG / Sustainable investing Wealth management General estate planning guidance
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