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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 23 financial advisors of 23 near 69361

Out of 400,000+ nationwide

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Chad H

Series 66

Scottsbluff, NE

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Business exit / sale strategy General estate planning guidance Public Service Employee Founder/Business Owner
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Samuel B

ChFC®, Series 66

Scottsbluff, NE

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families
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Dail E

Series 66

Scottsbluff, NE

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General retirement planning
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Ashley H

Series 66

Dalton, NE

Edward Jones

Multi-generational wealth transfer Government Employee Women Professionals
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Myron G

CFP®, Series 63, Series 66

Mitchell, NE

Gompert Financial

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Daniel C

CFP®, Series 66

Scottsbluff, NE

Wealth Advisors Network, Inc.

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Troy H

PFSâ„¢, Series 63, Series 65

Tomah, WI

MBE Wealth Management, LLC

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Brandy R

CFP®, Series 66

Scottsbluff, NE

Sanctuary Advisors, LLC

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Joel B

Series 66

Gering, NE

Edward Jones

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Jodi R

Series 63, Series 65

Scottsbluff, NE

Raymond James Financial

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