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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 60053

Out of 400,000+ nationwide

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Basil A

Series 65

Winnetka, IL

White Brook Capital

ESG / Sustainable investing Active portfolio management
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Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
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Walter E

Series 63, Series 65

Glenview, IL

Echo Prudent Capital LLC

Options & derivatives strategies Passive / index investing Wealth management
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Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

College savings (529s, UTMA, etc.) Equity compensation tax strategy Options & derivatives strategies Executive
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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 Cash flow / budgeting Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Approaching retirement
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Brian W

Series 65

Chicago, IL

Bright Lantern Financial LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning
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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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