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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 92 near 68702

Out of 400,000+ nationwide

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Cole R

CFP®, Series 63, Series 66

Norfolk, NE

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer
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Quin W

Series 66

Norfolk, NE

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General estate planning guidance Inheritance planning
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Michele P

CFP®, Series 63, Series 65

Omaha, NE

Stevens Capital Partners

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Andrew S

Series 65

Norfolk, NE

McMill CPA and Advisors

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Barry H

Series 63, Series 65

Norfolk, NE

Wealth Management

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Corey C

Series 65

Norfolk, NE

Wealth Management

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Jesus C

Series 65

Norfolk, NE

McMill CPA and Advisors

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Kordell G

Series 65

Norfolk, NE

Wealth Management

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Clint W

Series 65

Norfolk, NE

McMill CPA and Advisors

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John W

Series 65

Norfolk, NE

Wealth Management

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