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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 65708

Out of 400,000+ nationwide

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Molly C

Series 66

Verona, MO

Walker Asset Management, LLC

General retirement planning
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Dennis W

Series 63, Series 65

Verona, MO

Walker Asset Management, LLC

General retirement planning
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Kedron B

Series 66

Mt Vernon, MO

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Wealth management
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Jeramie G

CFP®, Series 63

Aurora, MO

Edward Jones

Retirement income strategy General retirement planning Wealth management Self-Employed
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Nicole W

Series 66

Monett, MO

Edward Jones

General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer
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Brett J

Series 66

Monett, MO

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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James H

Series 66

Monett, MO

Edward Jones

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Scott Y

Series 66

Aurora, MO

Edward Jones

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Madeleine M

Series 66

Monett, MO

Edward Jones

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