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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 13 financial advisors of 13 near 62263

Out of 400,000+ nationwide

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Eric U

Series 66

Nashville, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Passive / index investing
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Ned B

CFP®, Series 63

Nashville, IL

Assuredpartners Investment Advisors

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Troy P

Series 66

Nashville, IL

Assuredpartners Investment Advisors

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Leo B

Series 63, Series 65

Nashville, IL

Assuredpartners Investment Advisors

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Ashley K

Series 66

Nashville, IL

Assuredpartners Investment Advisors

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Mason M

Series 66

Nashville, IL

Assuredpartners Investment Advisors

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Brian H

ChFC®, Series 63

Nashville, IL

Assuredpartners Investment Advisors

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Kyler K

Series 66

Nashville, IL

Assuredpartners Investment Advisors

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Jenna D

Series 66

Nashville, IL

Assuredpartners Investment Advisors

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Angelea H

Series 66

Nashville, IL

Merrill

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