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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 69 near 72034

Out of 400,000+ nationwide

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Aldo M

Series 66

Conway, AR

Merrill

Aldo Marsiglia is an International Wealth Advisor at Merrill Lynch Wealth Management in Miami. He has been with Merrill Lynch since 2005, overseeing portfolio strategies for ultra-high net worth families both in the United States and internationally. Aldo is also a co-founder of the SIGMA Group. He holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute™ in conjunction with the University of Chicago Booth School of Business. Aldo earned a Bachelor's degree in Finance from the University of Florida. He is fluent in English, Italian, Spanish, and Portuguese.

Wealth management Private / alternative investments Charitable giving & philanthropy Multi-generational wealth transfer Cross-border / expatriate tax planning
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Chris M

Series 63, Series 66

Conway, AR

Edward Jones

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Jakob H

CFP®, Series 66

Conway, AR

Edward Jones

Retirement income strategy General retirement planning
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Stacey A

CFP®, Series 66

Conway, AR

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Jason B

Series 66

Conway, AR

Edward Jones

General estate planning guidance General retirement planning Wealth management
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Daniel S

Series 66

Conway, AR

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Retirement income strategy Military & Veterans Founder/Business Owner Intergenerational Families
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Samuel N

CFP®, Series 66

Conway, AR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Gregory O

Series 63, Series 65

Greenbrier, AR

Financial Professionals Incorporated

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Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management

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Daniel A

Series 65

Conway, AR

Antoine Wealth Management

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