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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 15 financial advisors of 15 near 61356

Out of 400,000+ nationwide

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Tracy R

Series 66

Princeton, IL

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning
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Ryan B

CFP®, Series 66

Princeton, IL

Edward Jones

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Tucker N

Series 66

Princeton, IL

Edward Jones

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

Series 66

Princeton, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Ian N

Series 65

Hennepin, IL

Cyr Financial Inc.

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Andrea B

Series 65

Hennepin, IL

Cyr Financial Inc.

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Emma B

CFA®

Hennepin, IL

Cyr Financial Inc.

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Christian C

CFP®, Series 63, Series 66

Hennepin, IL

Cyr Financial Inc.

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Ian L

Series 66

Princeton, IL

Kestra Advisory

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Ashley J

Series 63, Series 65

Princeton, IL

LPL Financial

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