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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 70808

Out of 400,000+ nationwide

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Mark S

Series 66

Baton Rouge, LA

Simmons Asset Management, LLC

Active portfolio management Tax-loss harvesting
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Teddy T

Series 63, Series 65

Prairieville, LA

Belle River Capital Management LLC

Active portfolio management
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Helen G

CFP®, Series 63, Series 65

Baton Rouge, LA

Graf Financial, L.L.C.

Divorce financial planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Anthony R

PFSâ„¢, Series 66

Baton Rogue, LA

Rizzutto Financial Advisors

General retirement planning
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Richard B

Series 65

Baton Rouge, LA

Clear Net Worth, L.L.C.

Active portfolio management Options & derivatives strategies Attorney Founder/Business Owner
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Gary H

CFP®, Series 63, Series 65

Baton Rouge, LA

Global Planning Stewards LLC

Options & derivatives strategies Real estate investing
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Bradley R

CFA®, Series 65

Baton Rouge, LA

RINAUDO CAPITAL, LLC

Active portfolio management
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Charles J

CFP®, Series 63, Series 65

Baton Rouge, LA

Synergy Wealth Advisors, LLC

College savings (529s, UTMA, etc.)
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Michael B

CFP®, Series 66

Prairieville, LA

Bonfanti Investment Services, LLC

General estate planning guidance Trust structures (GRAT, IDGT, revocable) Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Retired
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Nicholas Z

Series 65

Baton Rouge, LA

Zion Capital LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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